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
$169M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$17.2M
3
+$1.7M
4
D icon
Dominion Energy
D
+$1.43M
5
BMS
Bemis
BMS
+$1.43M

Top Sells

1
+$12.9M
2
+$1.35M
3
+$734K
4
MPC icon
Marathon Petroleum
MPC
+$599K
5
TRN icon
Trinity Industries
TRN
+$231K

Sector Composition

1 Healthcare 40.14%
2 Industrials 11.26%
3 Financials 10.11%
4 Energy 9.4%
5 Utilities 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74K 0.04%
+4,391
52
$34K 0.02%
418
-286
53
$31K 0.02%
547
-93
54
$26K 0.02%
+322
55
$24K 0.01%
+401
56
$20K 0.01%
302
+28
57
$19K 0.01%
809
+732
58
$16K 0.01%
394
-156
59
– –
-7,346
60
– –
-1,126
1 2
3