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
$2.17B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$16.4M
3
+$1.53M
4
VSAT icon
Viasat
VSAT
+$1.52M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.38M

Top Sells

1
+$3.7M
2
+$3.65M
3
+$3.4M
4
FAF icon
First American
FAF
+$982K
5
BK icon
Bank of New York Mellon
BK
+$777K

Sector Composition

1 Utilities 2.49%
2 Healthcare 1.26%
3 Industrials 1%
4 Financials 0.68%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1
77
– –
-516
78
– –
-7
79
– –
-61
80
– –
-88
81
– –
-48
82
– –
-1
83
– –
-30
84
– –
-46
85
– –
-23
86
– –
-30
87
– –
-21
88
– –
-28
89
– –
-21
90
– –
-15
91
$0 ﹤0.01%
+47
92
– –
0
93
– –
-328
94
$0 ﹤0.01%
+8
95
– –
-20
96
– –
-27
97
– –
-25,200
98
– –
-33
99
– –
-13
100
– –
-43
1 2 3
4
5