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
$116M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$876K
3
+$644K
4
DAL icon
Delta Air Lines
DAL
+$606K
5
AMCX icon
AMC Networks
AMCX
+$511K

Top Sells

1
+$7.99M
2
+$2.57M
3
+$2.13M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
BK icon
Bank of New York Mellon
BK
+$765K

Sector Composition

1 Utilities 18.15%
2 Industrials 16.36%
3 Energy 14.51%
4 Financials 13.03%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 15.34%
249,638
-111,699
2
$9.1M 7.82%
338,984
-79,224
3
$8.71M 7.48%
240,164
+3,990
4
$7.66M 6.58%
204,232
-20,405
5
$7.14M 6.13%
42,186
-15,172
6
$5.22M 4.49%
245,952
-14,919
7
$4.17M 3.59%
195,517
-32,287
8
$3.74M 3.21%
32,549
+1,485
9
$3.61M 3.1%
88,890
+15,845
10
$3.49M 3%
23,036
-430
11
$3.4M 2.92%
37,189
+20,337
12
$3.27M 2.81%
125,646
-26,585
13
$3.06M 2.62%
78,258
+42
14
$2.75M 2.37%
106,606
-9,398
15
$2.69M 2.31%
96,692
-2,360
16
$2.27M 1.95%
158,460
+25,002
17
$2.26M 1.94%
47,584
+10,380
18
$2.05M 1.76%
49,131
-26,715
19
$1.88M 1.61%
21,659
-2,027
20
$1.69M 1.45%
62,812
-13,678
21
$1.64M 1.41%
12,546
-704
22
$1.6M 1.38%
27,648
+15,118
23
$1.56M 1.34%
23,767
-5,518
24
$1.48M 1.27%
37,093
-2,616
25
$1.44M 1.24%
22,727
-2,758
1
2 3