Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+3.02%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$2.17B
AUM Growth
+$2.17B
(+2.4%)
Cap. Flow
+$47.1M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
93.25%
Holding
125
New
14
Increased
24
Reduced
30
Closed
49
Top Buys
| 1 |
DTE Energy
DTE
|
$35.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$16.4M |
| 3 |
AbbVie
ABBV
|
$1.53M |
| 4 |
Viasat
VSAT
|
$1.52M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.38M |
Top Sells
| 1 |
FedEx
FDX
|
$3.7M |
| 2 |
Edwards Lifesciences
EW
|
$3.65M |
| 3 |
Clorox
CLX
|
$3.4M |
| 4 |
First American
FAF
|
$982K |
| 5 |
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% |
