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
$130M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.22M
3
+$3.01M
4
MSFT icon
Microsoft
MSFT
+$2.02M
5
MPC icon
Marathon Petroleum
MPC
+$1.97M

Top Sells

1
+$3.27M
2
+$2.38M
3
+$1.06M
4
VSAT icon
Viasat
VSAT
+$634K
5
AMCX icon
AMC Networks
AMCX
+$512K

Sector Composition

1 Industrials 17.89%
2 Financials 17.71%
3 Energy 15.65%
4 Utilities 11.47%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 12.05%
403,212
+198,980
2
$14.9M 11.47%
215,130
-34,508
3
$9.31M 7.18%
346,178
+7,194
4
$9.06M 6.99%
236,314
-3,850
5
$7.72M 5.95%
43,301
+1,115
6
$5.46M 4.22%
232,056
-13,896
7
$5.28M 4.08%
124,780
+46,522
8
$5.08M 3.92%
116,716
+69,132
9
$4.3M 3.32%
92,782
+43,651
10
$4.02M 3.1%
36,304
+3,755
11
$3.61M 2.78%
180,240
-15,277
12
$3.4M 2.62%
21,063
-1,973
13
$3.34M 2.57%
87,747
-1,143
14
$3.25M 2.51%
119,972
+23,280
15
$3.22M 2.49%
+93,672
16
$2.85M 2.2%
75,819
+38,726
17
$2.65M 2.05%
155,748
-2,712
18
$2.51M 1.94%
26,179
-11,010
19
$2.35M 1.81%
106,797
+191
20
$1.77M 1.36%
+72,678
21
$1.53M 1.18%
12,867
+321
22
$1.51M 1.17%
62,617
-195
23
$1.44M 1.11%
18,765
-2,894
24
$1.4M 1.08%
55,508
+2,987
25
$1.35M 1.04%
34,374
+14,621
1
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