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
$125M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.57M
3
+$1.23M
4
DVA icon
DaVita
DVA
+$1.22M
5
CVX icon
Chevron
CVX
+$669K

Top Sells

1
+$10.4M
2
+$6.46M
3
+$4.32M
4
ALK icon
Alaska Air
ALK
+$3.95M
5
CLX icon
Clorox
CLX
+$1.88M

Sector Composition

1 Healthcare 22.2%
2 Utilities 16.57%
3 Industrials 14.9%
4 Financials 11.99%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 16.57%
306,441
-153,491
2
$10.5M 8.42%
177,741
-109,015
3
$9.15M 7.32%
222,094
+37,998
4
$8.8M 7.03%
311,926
+43,744
5
$7.41M 5.92%
133,550
+76,110
6
$6.17M 4.93%
19,732
-776
7
$5.34M 4.27%
119,009
-96,242
8
$4.75M 3.79%
106,180
+7,512
9
$4.63M 3.7%
235,296
+618
10
$4.24M 3.39%
81,864
-33,562
11
$3.58M 2.86%
240,190
+20,353
12
$3.46M 2.77%
42,970
-49,065
13
$3.32M 2.65%
22,283
+412
14
$3M 2.4%
114,132
+21,288
15
$2.93M 2.34%
23,084
-14,834
16
$2.83M 2.26%
140,870
+2,212
17
$2.41M 1.93%
145,021
+18,918
18
$2.17M 1.73%
31,126
+17,451
19
$2.08M 1.66%
57,850
-14,350
20
$1.44M 1.15%
52,748
-1,289
21
$1.38M 1.1%
15,355
+7,443
22
$1.18M 0.94%
10,582
-2,067
23
$1.06M 0.85%
16,832
+592
24
$1.01M 0.81%
16,516
-7,083
25
$988K 0.79%
57,254
+4,573
1
2 3