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
$125M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.57M
3
+$1.23M
4
DVA icon
DaVita
DVA
+$1.22M
5
CVX icon
Chevron
CVX
+$669K

Top Sells

1
+$10.4M
2
+$6.46M
3
+$4.32M
4
ALK icon
Alaska Air
ALK
+$3.95M
5
CLX icon
Clorox
CLX
+$1.88M

Sector Composition

1 Healthcare 22.2%
2 Utilities 16.57%
3 Industrials 14.9%
4 Financials 11.99%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$945K 0.76%
13,921
-262
27
$924K 0.74%
30,523
+13,732
28
$757K 0.61%
60,155
-9,883
29
$710K 0.57%
29,559
+13,203
30
$690K 0.55%
16,770
+1,722
31
$659K 0.53%
14,363
-297
32
$624K 0.5%
15,264
-6,941
33
$600K 0.48%
34,672
-1,442
34
$550K 0.44%
12,479
-1,397
35
$549K 0.44%
8,865
+7,136
36
$545K 0.44%
13,401
-573
37
$513K 0.41%
11,856
-1,159
38
$370K 0.3%
13,299
-3,450
39
$362K 0.29%
11,613
-438
40
$278K 0.22%
1,923
-72
41
$275K 0.22%
4,013
-1,759
42
$218K 0.17%
10,217
-1,778
43
$190K 0.15%
3,739
+3,166
44
$169K 0.14%
1,461
+1,199
45
$146K 0.12%
36,940
+6,576
46
$117K 0.09%
5,033
-205
47
$95K 0.08%
2,027
+5
48
$45K 0.04%
544
+42
49
$44K 0.04%
1,453
-1,075
50
$41K 0.03%
+1,965
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