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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.1%
108,294
-7,543
27
$3.17M 0.09%
66,410
-4,345
28
$2.94M 0.08%
+80,475
29
$2.85M 0.08%
39,402
-18,067
30
$2.76M 0.08%
+58,342
31
$2.52M 0.07%
70,741
+2,213
32
$2.03M 0.06%
23,644
+637
33
$1.93M 0.06%
25,737
-7,251
34
$1.92M 0.06%
40,056
-26,430
35
$1.89M 0.05%
16,062
-4,970
36
$1.89M 0.05%
41,676
+28,653
37
$1.88M 0.05%
29,463
+7,074
38
$1.59M 0.05%
49,266
-410
39
$1.56M 0.04%
27,793
-4,961
40
$1.14M 0.03%
21,451
+5,581
41
$1.12M 0.03%
41,567
-2,752
42
$1.01M 0.03%
8,048
-218
43
$921K 0.03%
10,773
-26,951
44
$742K 0.02%
17,980
-2,370
45
$638K 0.02%
20,702
+1,657
46
$593K 0.02%
11,634
-2,546
47
$583K 0.02%
9,966
-642
48
$532K 0.02%
31,428
+6,552
49
$463K 0.01%
7,918
+511
50
$454K 0.01%
17,032
-44,368
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