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
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$34.8M
3
+$13.1M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$13.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.4M

Top Sells

1
+$2.23M
2
+$2.21M
3
+$1.67M
4
ABT icon
Abbott
ABT
+$1.5M
5
GGG icon
Graco
GGG
+$1.08M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,776
152
– –
-31
153
– –
-24
154
– –
-107
155
– –
-33
156
– –
-30
157
– –
-108
158
– –
-13
159
– –
-800
160
– –
-36
161
– –
-14
162
– –
-2
163
– –
-19
164
– –
-4
165
– –
-17
166
– –
-12
167
– –
-50
168
– –
-72
169
– –
-50
170
– –
-139
171
– –
-100
172
– –
-48
173
– –
-6
174
– –
-81
175
– –
-37
5 6
7
8 9