Financial Engines Advisors Portfolio holdings
AUM
$52.4B
1-Year Est. Return
10.03%
1 Year Est. Return
+10.03%
AUM
$50.1B
AUM Growth
+$3.48B
(+7.5%)
Holding
533
Top Buys
| 1 | +$134M | |
| 2 | +$119M | |
| 3 | +$102M | |
| 4 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$57.4M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$54.3M |
Top Sells
| 1 | +$230M | |
| 2 | +$221M | |
| 3 | +$43.8M | |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$27.3M |
| 5 |
Vanguard Growth ETF
VUG
|
+$21M |
Sector Composition
| 1 | Technology | 0.34% |
| 2 | Financials | 0.15% |
| 3 | Communication Services | 0.14% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Industrials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Grifois
GRFS
$5.79B
| – | – |
-36,076
|
|
||
527
Samsara
IOT
$21.8B
| – | – |
-65,727
|
|
||
|
JWN
528
DELISTED
Nordstrom
JWN
| – | – |
-34,072
|
|
||
529
Keysight
KEYS
$34.5B
| – | – |
-1,376
|
|
||
530
iShares S&P 100 ETF
OEF
$28.9B
| – | – |
-1,481
|
|
||
531
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
| – | – |
-1,821
|
|
||
532
Vanguard FTSE Pacific ETF
VPL
$8.29B
| – | – |
-3,228
|
|
||
|
VCRM
533
Vanguard Core Tax-Exempt Bond ETF
VCRM
$648M
| – | – |
-6,592
|
|