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

Top Buys

1 +$37.6M
2 +$33.5M
3 +$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1 +$2.09M
2 +$1.9M
3 +$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

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
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