Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+4.9%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$2.12B
AUM Growth
+$2.12B
(+4.2%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
94.42%
Holding
123
New
44
Increased
26
Reduced
40
Closed
12
Top Buys
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$264M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$194M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$80.3M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$79.4M |
| 5 |
Schwab International Equity ETF
SCHF
|
$47M |
Top Sells
| 1 |
Dominion Energy
D
|
$6.3M |
| 2 |
Prestige Consumer Healthcare
PBH
|
$4.9M |
| 3 |
Comcast
CMCSA
|
$2.96M |
| 4 |
Alaska Air
ALK
|
$2.17M |
| 5 |
Crane NXT
CXT
|
$1.53M |
Sector Composition
| 1 | Healthcare | 1.21% |
| 2 | Industrials | 1.04% |
| 3 | Utilities | 0.91% |
| 4 | Financials | 0.74% |
| 5 | Energy | 0.69% |
