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
$2.12B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$194M
3
+$80.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$47M

Top Sells

1
+$6.3M
2
+$5.93M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.17M
5
CXT icon
Crane NXT
CXT
+$1.53M

Sector Composition

1 Healthcare 1.21%
2 Industrials 1.04%
3 Utilities 0.91%
4 Financials 0.74%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$661M 31.17%
87,384,312
+10,615,688
2
$492M 23.21%
29,705,553
+4,796,025
3
$275M 12.97%
18,406,896
+3,150,094
4
$264M 12.44%
+4,957,684
5
$194M 9.18%
+3,294,882
6
$35.4M 1.67%
1,737,496
+354,600
7
$26.8M 1.27%
1,035,866
+556,164
8
$19.4M 0.92%
+811,005
9
$19.4M 0.91%
249,571
-81,263
10
$14.4M 0.68%
221,328
+26,766
11
$12.1M 0.57%
518,670
+274,681
12
$9.5M 0.45%
+504,970
13
$9.28M 0.44%
196,487
-12,726
14
$7.31M 0.35%
289,814
+131,820
15
$7.23M 0.34%
253,407
+4,419
16
$5.96M 0.28%
274,123
+19,857
17
$5.22M 0.25%
135,799
18
$4.78M 0.23%
94,501
-12,294
19
$4.01M 0.19%
82,120
-5,401
20
$3.85M 0.18%
58,388
-17,063
21
$3.7M 0.17%
18,938
-4,290
22
$3.65M 0.17%
116,262
+15,084
23
$3.57M 0.17%
38,698
-23,572
24
$3.4M 0.16%
25,200
+2,072
25
$2.95M 0.14%
113,605
-58,735
1
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