Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
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
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