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
$2.17B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$16.4M
3
+$1.53M
4
VSAT icon
Viasat
VSAT
+$1.52M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.38M

Top Sells

1
+$3.7M
2
+$3.65M
3
+$3.4M
4
FAF icon
First American
FAF
+$982K
5
BK icon
Bank of New York Mellon
BK
+$777K

Sector Composition

1 Utilities 2.49%
2 Healthcare 1.26%
3 Industrials 1%
4 Financials 0.68%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.13%
108,055
-6,846
27
$2.8M 0.13%
42,321
+22,902
28
$2.59M 0.12%
54,077
29
$2.02M 0.09%
66,832
-8,322
30
$1.98M 0.09%
30,620
+248
31
$1.85M 0.09%
22,240
-4,952
32
$1.66M 0.08%
37,133
-21,975
33
$1.57M 0.07%
24,069
-4,542
34
$1.51M 0.07%
51,727
-8,741
35
$1.23M 0.06%
+76,374
36
$1.06M 0.05%
52,483
+17,464
37
$855K 0.04%
8,191
-679
38
$677K 0.03%
20,154
+879
39
$612K 0.03%
11,897
+449
40
$605K 0.03%
10,463
-1,933
41
$579K 0.03%
10,805
-350
42
$564K 0.03%
16,274
+11,142
43
$507K 0.02%
14,176
-784
44
$487K 0.02%
13,365
-1,872
45
$469K 0.02%
12,518
-1,403
46
$460K 0.02%
8,279
-725
47
$444K 0.02%
7,530
+1,932
48
$424K 0.02%
2,072
-784
49
$400K 0.02%
33,286
+3,407
50
$353K 0.02%
29,798
-3,294
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