Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$899K
3
+$827K
4
K icon
Kellanova
K
+$524K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$516K

Top Sells

1
+$4.99M
2
+$2.91M
3
+$1.46M
4
BK icon
Bank of New York Mellon
BK
+$900K
5
ALK icon
Alaska Air
ALK
+$558K

Sector Composition

1 Healthcare 25.33%
2 Industrials 15.87%
3 Utilities 14.95%
4 Financials 10.92%
5 Energy 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.87%
11,043
-4,312
27
$629K 0.52%
12,941
-2,323
28
$628K 0.52%
15,205
-1,565
29
$626K 0.52%
12,162
-2,201
30
$593K 0.49%
13,379
+900
31
$577K 0.48%
12,355
-1,046
32
$534K 0.44%
15,591
-14,932
33
$519K 0.43%
39,389
+4,717
34
$507K 0.42%
10,971
-885
35
$498K 0.41%
17,805
-11,754
36
$396K 0.33%
12,434
-865
37
$364K 0.3%
11,270
-343
38
$363K 0.3%
32,559
-27,596
39
$295K 0.24%
2,309
+386
40
$253K 0.21%
13,579
+3,362
41
$205K 0.17%
38,022
+1,082
42
$140K 0.12%
1,179
-282
43
$123K 0.1%
5,350
+317
44
$88K 0.07%
2,192
+165
45
$64K 0.05%
1,185
-7,680
46
$63K 0.05%
2,010
+557
47
$61K 0.05%
708
+164
48
$47K 0.04%
957
-2,782
49
$32K 0.03%
+786
50
$24K 0.02%
496
-37
1
2
3