Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFGR icon
101
Dimensional Global Real Estate ETF
DFGR
$2.75B
$8.4M 0.02%
319,867
+2,826
DUHP icon
102
Dimensional US High Profitability ETF
DUHP
$9.6B
$8.27M 0.02%
249,466
-959
GOVT icon
103
iShares US Treasury Bond ETF
GOVT
$28.5B
$7.89M 0.02%
343,198
-504,734
MBB icon
104
iShares MBS ETF
MBB
$41.7B
$7.7M 0.02%
82,092
+46,463
SUSB icon
105
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$7.61M 0.02%
304,339
+9,414
TSLA icon
106
Tesla
TSLA
$1.43T
$7.58M 0.02%
29,265
-714
DFAS icon
107
Dimensional US Small Cap ETF
DFAS
$11.2B
$7.41M 0.02%
123,934
-8,605
MMC icon
108
Marsh & McLennan
MMC
$91.7B
$7.33M 0.02%
30,036
-3,752
BRK.B icon
109
Berkshire Hathaway Class B
BRK.B
$1.05T
$7.23M 0.02%
13,585
-582
GNMA icon
110
iShares GNMA Bond ETF
GNMA
$371M
$7.19M 0.02%
163,781
-21,311
VO icon
111
Vanguard Mid-Cap ETF
VO
$87.4B
$6.87M 0.01%
26,558
-564
SUSC icon
112
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
$6.82M 0.01%
295,723
+7,602
KMI icon
113
Kinder Morgan
KMI
$60.5B
$6.81M 0.01%
238,517
-23,795
PLTR icon
114
Palantir
PLTR
$423B
$6.7M 0.01%
79,395
-8,254
DFUS icon
115
Dimensional US Equity ETF
DFUS
$16.9B
$6.58M 0.01%
108,748
+2,276
IWB icon
116
iShares Russell 1000 ETF
IWB
$44.5B
$6.5M 0.01%
21,176
-319
USSG icon
117
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$596M
$6.34M 0.01%
125,861
+3,460
SLQD icon
118
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$6.12M 0.01%
121,774
-7,387
CVMC icon
119
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$78.3M
$5.92M 0.01%
104,341
+3,472
IBTI icon
120
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$5.89M 0.01%
264,848
+110,081
IWM icon
121
iShares Russell 2000 ETF
IWM
$70.3B
$5.82M 0.01%
29,154
-2,101
IGOV icon
122
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.13B
$5.73M 0.01%
145,445
-12,874
DISV icon
123
Dimensional International Small Cap Value ETF
DISV
$3.61B
$5.7M 0.01%
195,695
-11,581
SCHB icon
124
Schwab US Broad Market ETF
SCHB
$37B
$5.62M 0.01%
261,035
-2,013
HD icon
125
Home Depot
HD
$386B
$5.59M 0.01%
15,250
-271
3 4
5
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