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
$130M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.22M
3
+$3.01M
4
MSFT icon
Microsoft
MSFT
+$2.02M
5
MPC icon
Marathon Petroleum
MPC
+$1.97M

Top Sells

1
+$3.27M
2
+$2.38M
3
+$1.06M
4
VSAT icon
Viasat
VSAT
+$634K
5
AMCX icon
AMC Networks
AMCX
+$512K

Sector Composition

1 Industrials 17.89%
2 Financials 17.71%
3 Energy 15.65%
4 Utilities 11.47%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.02%
298
+1
52
$18K 0.01%
1,236
-1,453
53
$13K 0.01%
2,949
-101
54
$8K 0.01%
442
-248
55
$4K ﹤0.01%
+30
56
– –
-8,329
57
– –
-125,646
58
– –
-67
59
– –
-18
1 2
3