FIBT

First International Bank & Trust Portfolio holdings

AUM $288M
1-Year Est. Return 6.85%
This Quarter Est. Return
1 Year Est. Return
+6.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$206K
3 +$169K
4
AXP icon
American Express
AXP
+$61.1K
5
COST icon
Costco
COST
+$57.4K

Sector Composition

1 Financials 2.64%
2 Technology 2.02%
3 Consumer Staples 1.39%
4 Industrials 0.41%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOM icon
51
Exxon Mobil
XOM
$497B
$224K 0.08%
1,991
-64
BA icon
52
Boeing
BA
$161B
$216K 0.08%
1,000
IWP icon
53
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$216K 0.07%
1,514
MCD icon
54
McDonald's
MCD
$227B
$212K 0.07%
699
-83
KO icon
55
Coca-Cola
KO
$305B
$211K 0.07%
3,185
-15
VO icon
56
Vanguard Mid-Cap ETF
VO
$90.5B
$206K 0.07%
+700
DIS icon
57
Walt Disney
DIS
$197B
-1,680
FLOT icon
58
iShares Floating Rate Bond ETF
FLOT
$8.97B
-7,742
LMT icon
59
Lockheed Martin
LMT
$112B
-482
ORCL icon
60
Oracle
ORCL
$531B
-1,174
ABT icon
61
Abbott
ABT
$223B
-1,471
AFL icon
62
Aflac
AFL
$58.4B
-2,345
PFE icon
63
Pfizer
PFE
$150B
-8,762
PPLT icon
64
abrdn Physical Platinum Shares ETF
PPLT
$2.39B
-6,145
SLV icon
65
iShares Silver Trust
SLV
$33.1B
-16,066