Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$827K
3
+$346K
4
D icon
Dominion Energy
D
+$290K
5
KMI icon
Kinder Morgan
KMI
+$215K

Top Sells

1
+$8.45M
2
+$4.54M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.85M
5
GGG icon
Graco
GGG
+$1.62M

Sector Composition

1 Industrials 18.62%
2 Energy 15.9%
3 Utilities 14.35%
4 Financials 12.29%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.88%
18,159
-2,948
27
$1.01M 0.86%
15,974
-160
28
$979K 0.83%
17,930
-3,536
29
$853K 0.73%
19,525
-14,849
30
$832K 0.71%
4,975
+4,945
31
$739K 0.63%
19,413
-74,259
32
$681K 0.58%
17,314
+2,605
33
$676K 0.58%
33,532
-2,011
34
$652K 0.56%
14,141
-4,400
35
$614K 0.52%
12,483
+2,985
36
$598K 0.51%
19,017
+3,762
37
$454K 0.39%
7,882
-2,652
38
$433K 0.37%
13,984
-5,416
39
$387K 0.33%
10,724
-1,421
40
$325K 0.28%
12,153
-60,525
41
$303K 0.26%
4,394
+389
42
$293K 0.25%
27,521
-2,085
43
$268K 0.23%
5,010
-2,098
44
$249K 0.21%
5,948
-382
45
$245K 0.21%
13,792
+92
46
$110K 0.09%
5,285
-30
47
$83K 0.07%
1,151
+419
48
$80K 0.07%
11,214
+4,618
49
$37K 0.03%
682
-3
50
$26K 0.02%
491
-275
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