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
$50.1B
AUM Growth
+$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$119M
3
+$102M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$57.4M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$54.3M

Top Sells

1
+$230M
2
+$221M
3
+$43.8M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$27.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$21M

Sector Composition

1 Technology 0.34%
2 Financials 0.15%
3 Communication Services 0.14%
4 Consumer Discretionary 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.63T
$17.4M 0.03%
23,576
+2,484
SHV icon
77
iShares Short Treasury Bond ETF
SHV
$20.7B
$16.3M 0.03%
148,023
+1,008
VO icon
78
Vanguard Mid-Cap ETF
VO
$88.7B
$16.2M 0.03%
57,808
+31,250
ABBV icon
79
AbbVie
ABBV
$397B
$16.1M 0.03%
86,545
+4,515
TLH icon
80
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$15.7M 0.03%
154,237
+4,122
DFEM icon
81
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.68B
$15.6M 0.03%
524,097
+72,578
BSV icon
82
Vanguard Short-Term Bond ETF
BSV
$39.2B
$15.2M 0.03%
192,693
-68,947
SCHP icon
83
Schwab US TIPS ETF
SCHP
$14.7B
$15.1M 0.03%
566,403
+2,641
BK icon
84
Bank of New York Mellon
BK
$78.2B
$14.6M 0.03%
160,173
+347
IWF icon
85
iShares Russell 1000 Growth ETF
IWF
$126B
$14.5M 0.03%
34,061
+3,244
ODFL icon
86
Old Dominion Freight Line
ODFL
$29.6B
$14.4M 0.03%
88,736
-1,940
BA icon
87
Boeing
BA
$156B
$14.1M 0.03%
67,446
+8,645
SPBO icon
88
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.77B
$14.1M 0.03%
483,093
+5,833
VV icon
89
Vanguard Large-Cap ETF
VV
$47.3B
$14M 0.03%
49,111
-8,797
VEA icon
90
Vanguard FTSE Developed Markets ETF
VEA
$185B
$13.8M 0.03%
241,780
-80,283
IEMG icon
91
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$13.7M 0.03%
227,604
+906
ICSH icon
92
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$13.1M 0.03%
258,528
+185,061
GOOG icon
93
Alphabet (Google) Class C
GOOG
$3.81T
$13M 0.03%
73,484
+14,253
ESGD icon
94
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$12.6M 0.03%
141,238
-21,749
TSLA icon
95
Tesla
TSLA
$1.43T
$12.5M 0.03%
39,393
+10,128
BRK.B icon
96
Berkshire Hathaway Class B
BRK.B
$1.09T
$12.3M 0.02%
25,225
+11,640
MBB icon
97
iShares MBS ETF
MBB
$39.2B
$11.3M 0.02%
120,582
+38,490
VOO icon
98
Vanguard S&P 500 ETF
VOO
$800B
$11.2M 0.02%
19,805
-7,590
DFAI icon
99
Dimensional International Core Equity Market ETF
DFAI
$12.3B
$10.4M 0.02%
301,872
+248,635
DFUS icon
100
Dimensional US Equity ETF
DFUS
$17.9B
$9.82M 0.02%
146,566
+37,818
2 3
4
5 6