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
$125M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.57M
3
+$1.23M
4
DVA icon
DaVita
DVA
+$1.22M
5
CVX icon
Chevron
CVX
+$669K

Top Sells

1
+$10.4M
2
+$6.46M
3
+$4.32M
4
ALK icon
Alaska Air
ALK
+$3.95M
5
CLX icon
Clorox
CLX
+$1.88M

Sector Composition

1 Healthcare 22.2%
2 Utilities 16.57%
3 Industrials 14.9%
4 Financials 11.99%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.02%
533
-2,366
52
$17K 0.01%
403
+141
53
$14K 0.01%
193
-70
54
$14K 0.01%
307
+5
55
$10K 0.01%
321
-270
56
$9K 0.01%
1,336
-1,038
57
– –
-32,839
58
– –
-6,654
1 2
3