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
76
– –
-4,520
77
– –
-2,885
78
$0 ﹤0.01%
+25
79
$0 ﹤0.01%
+14
80
– –
-3,942
81
– –
-20,834
82
$0 ﹤0.01%
+1,497
1 2 3
4