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
$119M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.46M
3
+$1.08M
4
DVA icon
DaVita
DVA
+$509K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$505K

Top Sells

1
+$3.56M
2
+$1.3M
3
+$1.24M
4
ABT icon
Abbott
ABT
+$734K
5
BMS
Bemis
BMS
+$644K

Sector Composition

1 Healthcare 22.52%
2 Industrials 17.33%
3 Utilities 16.04%
4 Financials 10.23%
5 Energy 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.88%
9,947
-1,096
27
$830K 0.7%
25,285
+14,015
28
$730K 0.61%
17,610
+2,405
29
$626K 0.53%
11,145
-1,210
30
$591K 0.5%
12,789
+1,818
31
$571K 0.48%
11,755
-1,624
32
$565K 0.47%
11,378
-1,563
33
$560K 0.47%
12,019
-143
34
$514K 0.43%
38,425
-964
35
$505K 0.42%
+16,323
36
$442K 0.37%
29,461
-3,098
37
$437K 0.37%
16,584
-1,221
38
$426K 0.36%
4,701
+2,392
39
$413K 0.35%
12,536
-3,055
40
$364K 0.31%
11,012
-1,422
41
$251K 0.21%
40,498
+2,476
42
$213K 0.18%
13,381
-198
43
$163K 0.14%
+4,578
44
$146K 0.12%
6,332
+982
45
$133K 0.11%
1,080
-99
46
$73K 0.06%
1,679
-513
47
$56K 0.05%
1,053
-132
48
$52K 0.04%
1,511
-499
49
$41K 0.03%
522
-186
50
$21K 0.02%
564
-393
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