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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$33.1M
3
+$26.1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$5.92M
2
+$4.69M
3
+$4.6M
4
ABT icon
Abbott
ABT
+$2.39M
5
MSFT icon
Microsoft
MSFT
+$2.21M

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
176
$1K ﹤0.01%
+48
177
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+37
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+5
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+62
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+19
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+48
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+17
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+12
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198
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+11
199
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+5
200
$1K ﹤0.01%
+13
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