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
$2.03B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$536M
2
+$399M
3
+$211M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$28.4M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.4M

Top Sells

1
+$4.8M
2
+$1.18M
3
+$663K
4
EW icon
Edwards Lifesciences
EW
+$628K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$606K

Sector Composition

1 Healthcare 1.37%
2 Industrials 1.28%
3 Utilities 1.25%
4 Financials 0.75%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.1%
16,575
+6,893
27
$1.85M 0.09%
72,367
+8,619
28
$1.85M 0.09%
15,627
-1,823
29
$1.64M 0.08%
23,752
-8,074
30
$1.38M 0.07%
37,717
-5,887
31
$1.38M 0.07%
18,109
-243
32
$1.38M 0.07%
20,774
-3,645
33
$1.23M 0.06%
19,612
+6,038
34
$1.22M 0.06%
44,464
-1,112
35
$985K 0.05%
+20,757
36
$774K 0.04%
44,704
-13,835
37
$744K 0.04%
37,227
-102
38
$730K 0.04%
20,804
+3,206
39
$699K 0.03%
15,661
+4,208
40
$675K 0.03%
10,003
-190
41
$601K 0.03%
11,408
-475
42
$587K 0.03%
15,278
-4,509
43
$440K 0.02%
15,885
-753
44
$440K 0.02%
12,160
-1,871
45
$383K 0.02%
10,395
-3,082
46
$382K 0.02%
34,098
-286
47
$317K 0.02%
3,803
+1,065
48
$294K 0.01%
+14,057
49
$226K 0.01%
4,596
+1,511
50
$215K 0.01%
11,043
-639
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