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
$2.03B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$536M
2
+$399M
3
+$211M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$28.4M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.4M

Top Sells

1
+$4.8M
2
+$1.18M
3
+$663K
4
EW icon
Edwards Lifesciences
EW
+$628K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$606K

Sector Composition

1 Healthcare 1.37%
2 Industrials 1.28%
3 Utilities 1.25%
4 Financials 0.75%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$536M 26.35%
+76,768,624
2
$399M 19.64%
+24,909,528
3
$211M 10.39%
+15,256,802
4
$28.4M 1.4%
+1,382,896
5
$25.3M 1.25%
330,834
+99,102
6
$12.4M 0.61%
+479,702
7
$12.2M 0.6%
194,562
-9,070
8
$9.91M 0.49%
209,213
+33,306
9
$7.12M 0.35%
248,988
-21,204
10
$6.75M 0.33%
195,650
-19,208
11
$5.7M 0.28%
+243,989
12
$5.53M 0.27%
62,270
+20,140
13
$5.38M 0.26%
106,795
-2,378
14
$5.27M 0.26%
254,266
-136
15
$5.22M 0.26%
135,799
-1,465
16
$4.9M 0.24%
+269,747
17
$4.69M 0.23%
75,451
+13,555
18
$4.33M 0.21%
23,228
+3,051
19
$4.32M 0.21%
172,340
+25,836
20
$4.18M 0.21%
87,521
-24,769
21
$3.98M 0.2%
+157,994
22
$3.16M 0.16%
101,178
-20,103
23
$3.15M 0.16%
116,873
-11,137
24
$2.78M 0.14%
23,128
-1,351
25
$2.06M 0.1%
32,025
-4,813
1
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