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
$119M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.46M
3
+$1.08M
4
DVA icon
DaVita
DVA
+$509K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$505K

Top Sells

1
+$3.56M
2
+$1.3M
3
+$1.24M
4
ABT icon
Abbott
ABT
+$734K
5
BMS
Bemis
BMS
+$644K

Sector Composition

1 Healthcare 22.52%
2 Industrials 17.33%
3 Utilities 16.04%
4 Financials 10.23%
5 Energy 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.02%
430
-66
52
$16K 0.01%
344
+41
53
$9K 0.01%
1,453
+431
54
$7K 0.01%
470
-661
55
$5K ﹤0.01%
75
-66
56
$2K ﹤0.01%
38
-748
57
– –
-311
58
– –
-289
1 2
3