Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$773K
3
+$337K
4
D icon
Dominion Energy
D
+$273K
5
KMI icon
Kinder Morgan
KMI
+$200K

Top Sells

1
+$8.15M
2
+$4M
3
+$2.62M
4
MPC icon
Marathon Petroleum
MPC
+$1.8M
5
GGG icon
Graco
GGG
+$1.56M

Sector Composition

1 Industrials 18.62%
2 Energy 15.9%
3 Utilities 14.35%
4 Financials 12.29%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.02%
300
+2
52
$16K 0.01%
1,114
-122
53
$3K ﹤0.01%
168
-274
54
$1K ﹤0.01%
+15
55
– –
-102
56
– –
-2,949
1 2
3