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
$2.03B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$536M
2
+$399M
3
+$211M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$28.4M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.4M

Top Sells

1
+$4.8M
2
+$1.18M
3
+$663K
4
EW icon
Edwards Lifesciences
EW
+$628K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$606K

Sector Composition

1 Healthcare 1.37%
2 Industrials 1.28%
3 Utilities 1.25%
4 Financials 0.75%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.01%
4,207
+2,843
52
$205K 0.01%
5,672
-2,756
53
$169K 0.01%
1,960
+1,432
54
$162K 0.01%
2,480
+1,581
55
$128K 0.01%
5,453
-11
56
$75K ﹤0.01%
+204
57
$61K ﹤0.01%
1,457
-39
58
$60K ﹤0.01%
1,186
+276
59
$36K ﹤0.01%
+216
60
$24K ﹤0.01%
538
-11
61
$24K ﹤0.01%
433
-469
62
$13K ﹤0.01%
+217
63
$13K ﹤0.01%
337
+2
64
$10K ﹤0.01%
+100
65
$9K ﹤0.01%
1,306
+117
66
$7K ﹤0.01%
+100
67
$6K ﹤0.01%
+101
68
$6K ﹤0.01%
+207
69
$3K ﹤0.01%
+338
70
$2K ﹤0.01%
+93
71
$2K ﹤0.01%
+639
72
$1K ﹤0.01%
79
+1
73
$1K ﹤0.01%
+9
74
$1K ﹤0.01%
+198
75
– –
-78
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