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
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