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
$122M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.7M
3
+$340K
4
AGN
Allergan Inc
AGN
+$325K
5
FDX icon
FedEx
FDX
+$208K

Top Sells

1
+$2.57M
2
+$1,000K
3
+$854K
4
COP icon
ConocoPhillips
COP
+$667K
5
MPC icon
Marathon Petroleum
MPC
+$546K

Sector Composition

1 Utilities 23.96%
2 Industrials 14.53%
3 Financials 13.26%
4 Energy 13.26%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 20.98%
361,337
+114,569
2
$10.5M 8.56%
418,208
-39,972
3
$7.93M 6.48%
224,637
-6,688
4
$7.67M 6.28%
236,174
-7,625
5
$7.12M 5.82%
57,358
+2,618
6
$5.23M 4.28%
227,804
-1,834
7
$4.93M 4.04%
260,871
-14,148
8
$3.64M 2.98%
152,231
-14,834
9
$3.4M 2.78%
78,216
-12,556
10
$3.27M 2.68%
31,064
-582
11
$3.11M 2.54%
23,466
+1,571
12
$3.11M 2.54%
75,846
-62,678
13
$2.87M 2.35%
116,004
-6,702
14
$2.87M 2.34%
73,045
-3,355
15
$2.63M 2.15%
99,052
-10,620
16
$2.07M 1.69%
76,490
+12,563
17
$2.01M 1.65%
23,686
-2,319
18
$1.87M 1.53%
67,855
-17,611
19
$1.74M 1.42%
37,204
-5,248
20
$1.7M 1.39%
+29,285
21
$1.68M 1.38%
25,485
-4,479
22
$1.65M 1.35%
133,458
-39,588
23
$1.58M 1.29%
13,250
-7,181
24
$1.48M 1.21%
16,852
-1,389
25
$1.41M 1.15%
39,709
-13,961
1
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