Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
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
+$255M
2
+$232M
3
+$72M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$58.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$51.2M

Top Sells

1
+$4.86M
2
+$2.29M
3
+$1.38M
4
FAF icon
First American
FAF
+$1.3M
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
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$0 ﹤0.01%
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