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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$421K 0.01%
32,725
-8,963
52
$391K 0.01%
1,935
+425
53
$384K 0.01%
4,405
+1,324
54
$361K 0.01%
6,693
-18,165
55
$294K 0.01%
10,275
-1,148
56
$290K 0.01%
5,175
-496
57
$209K 0.01%
+2,271
58
$192K 0.01%
4,112
-1,315
59
$178K 0.01%
8,142
-3,426
60
$155K ﹤0.01%
3,010
-1,130
61
$138K ﹤0.01%
2,581
-12,886
62
$137K ﹤0.01%
18,168
-7,182
63
$123K ﹤0.01%
2,379
-768
64
$104K ﹤0.01%
5,157
-103
65
$95K ﹤0.01%
1,739
+38
66
$90K ﹤0.01%
886
+51
67
$85K ﹤0.01%
1,696
+30
68
$79K ﹤0.01%
1,849
-1,783
69
$77K ﹤0.01%
+527
70
$75K ﹤0.01%
1,776
-6,688
71
$60K ﹤0.01%
+343
72
$56K ﹤0.01%
+390
73
$54K ﹤0.01%
910
+117
74
$49K ﹤0.01%
+3,918
75
$48K ﹤0.01%
798
-713
1 2
3
4 5