Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.21B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$230M
3
+$74.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$59.1M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$50.4M

Top Sells

1
+$4.86M
2
+$2.29M
3
+$1.45M
4
FAF icon
First American
FAF
+$1.34M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Healthcare 0.61%
2 Financials 0.55%
3 Industrials 0.51%
4 Utilities 0.41%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
18
-122
127
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42
-1
128
$2K ﹤0.01%
+160
129
$2K ﹤0.01%
43
-1
130
$2K ﹤0.01%
+34
131
$2K ﹤0.01%
20
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$2K ﹤0.01%
+48
133
$1K ﹤0.01%
+20
134
$1K ﹤0.01%
+7
135
$1K ﹤0.01%
+39
136
$1K ﹤0.01%
+38
137
– –
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138
$0 ﹤0.01%
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140
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$0 ﹤0.01%
+4
149
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150
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-97
3 4 5
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