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
$121M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$840K
3
+$784K
4
K
Kellanova
K
+$503K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$456K

Top Sells

1
+$4.7M
2
+$2.76M
3
+$1.37M
4
BK icon
Bank of New York Mellon
BK
+$886K
5
ALK icon
Alaska Air
ALK
+$503K

Sector Composition

1 Healthcare 25.33%
2 Industrials 15.87%
3 Utilities 14.95%
4 Financials 10.92%
5 Energy 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.02%
1,131
-834
52
$14K 0.01%
303
-4
53
$13K 0.01%
311
-92
54
$10K 0.01%
289
-32
55
$9K 0.01%
141
-52
56
$3K ﹤0.01%
1,022
-314
57
– –
-4,013
1 2
3