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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+139
127
$3K ﹤0.01%
+46
128
$3K ﹤0.01%
+40
129
$3K ﹤0.01%
+70
130
$3K ﹤0.01%
+30
131
$3K ﹤0.01%
+22
132
$3K ﹤0.01%
+16
133
$3K ﹤0.01%
+47
134
$3K ﹤0.01%
+14
135
$2K ﹤0.01%
+9
136
$2K ﹤0.01%
+33
137
$2K ﹤0.01%
+108
138
$2K ﹤0.01%
+13
139
$2K ﹤0.01%
+36
140
$2K ﹤0.01%
+4
141
$2K ﹤0.01%
+76
142
$2K ﹤0.01%
+12
143
$2K ﹤0.01%
+86
144
$2K ﹤0.01%
+42
145
$2K ﹤0.01%
+34
146
$2K ﹤0.01%
+46
147
$2K ﹤0.01%
+139
148
$2K ﹤0.01%
+21
149
$2K ﹤0.01%
+59
150
$2K ﹤0.01%
+115
4 5
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