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%
+30
152
$2K ﹤0.01%
+41
153
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+64
154
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+39
155
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+8
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+44
158
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+47
160
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+30
161
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+23
162
$2K ﹤0.01%
+92
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$2K ﹤0.01%
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$1K ﹤0.01%
+10
165
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+11
166
$1K ﹤0.01%
+60
167
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+5
168
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169
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+29
170
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+107
171
$1K ﹤0.01%
+30
172
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+25
173
$1K ﹤0.01%
+14
174
$1K ﹤0.01%
+2
175
$1K ﹤0.01%
+17
5 6
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8 9