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
$120M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.71M
3
+$714K
4
TRN icon
Trinity Industries
TRN
+$641K
5
SON icon
Sonoco
SON
+$628K

Top Sells

1
+$10.3M
2
+$3.24M
3
+$3.01M
4
FAF icon
First American
FAF
+$2.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$1.52M

Sector Composition

1 Financials 17.81%
2 Utilities 16.62%
3 Energy 15.4%
4 Communication Services 14.18%
5 Industrials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37K 0.03%
636
-471
52
$27K 0.02%
320
-42
53
$23K 0.02%
+550
54
$17K 0.01%
+249
55
$10K 0.01%
+251
56
$1K ﹤0.01%
29
+8
57
– –
-65
58
– –
-599
59
– –
-164
60
– –
-10,867
1 2
3