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
$119M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.46M
3
+$1.08M
4
DVA icon
DaVita
DVA
+$509K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$505K

Top Sells

1
+$3.56M
2
+$1.3M
3
+$1.24M
4
ABT icon
Abbott
ABT
+$734K
5
BMS
Bemis
BMS
+$644K

Sector Composition

1 Healthcare 22.52%
2 Industrials 17.33%
3 Utilities 16.04%
4 Financials 10.23%
5 Energy 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 16.04%
245,281
+5,297
2
$10.5M 8.81%
169,634
-57,472
3
$7.37M 6.18%
226,014
-38,114
4
$7.09M 5.95%
182,575
-15,078
5
$6.64M 5.57%
330,165
+72,627
6
$4.72M 3.96%
120,110
-18,680
7
$4.7M 3.94%
251,045
+5,741
8
$4.66M 3.91%
90,420
-12,515
9
$4.54M 3.81%
19,643
-1,009
10
$3.69M 3.1%
111,051
-16,215
11
$3.67M 3.08%
71,637
-9,311
12
$3.13M 2.63%
20,647
-1,532
13
$3.05M 2.56%
23,747
+13,269
14
$2.96M 2.48%
77,895
+2,754
15
$2.79M 2.34%
36,142
+6,579
16
$2.54M 2.14%
129,178
-3,800
17
$2.5M 2.1%
18,055
-2,808
18
$2.44M 2.04%
41,799
+5,629
19
$2.22M 1.86%
126,026
-13,836
20
$2.18M 1.83%
30,536
+15,091
21
$2.11M 1.77%
27,471
+6,266
22
$1.98M 1.66%
49,093
-32,350
23
$1.75M 1.47%
24,700
+5,670
24
$1.57M 1.32%
63,066
-4,284
25
$1.43M 1.2%
46,952
-7,559
1
2 3