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
151
$2K ﹤0.01%
+39
152
$2K ﹤0.01%
+12
153
$2K ﹤0.01%
+47
154
$2K ﹤0.01%
+30
155
$2K ﹤0.01%
+23
156
$2K ﹤0.01%
+92
157
$2K ﹤0.01%
+15
158
$2K ﹤0.01%
+9
159
$2K ﹤0.01%
+59
160
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+115
161
$2K ﹤0.01%
+30
162
$2K ﹤0.01%
+41
163
$2K ﹤0.01%
+64
164
$1K ﹤0.01%
+107
165
$1K ﹤0.01%
+30
166
$1K ﹤0.01%
+25
167
$1K ﹤0.01%
+14
168
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+2
169
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+17
170
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+12
171
$1K ﹤0.01%
+50
172
$1K ﹤0.01%
+100
173
$1K ﹤0.01%
+48
174
$1K ﹤0.01%
+6
175
$1K ﹤0.01%
+37
5 6
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