FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.69M
3
+$2.46M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.97M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.88M

Top Sells

1
+$4.75M
2
+$4.16M
3
+$2.47M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
AAPL icon
Apple
AAPL
+$974K

Sector Composition

1 Technology 14.21%
2 Financials 12.16%
3 Consumer Discretionary 8.88%
4 Healthcare 8.38%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$104K 0.02%
1,785
-555
277
$103K 0.02%
3,668
-2,000
278
$103K 0.02%
1,022
279
$102K 0.02%
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280
$102K 0.02%
600
281
$101K 0.02%
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282
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450
283
$100K 0.02%
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284
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2,000
-3,000
285
$98K 0.02%
485
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286
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1,058
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287
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288
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289
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20,733
-6,760
290
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291
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292
$89K 0.02%
59,000
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293
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294
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295
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296
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1,200
297
$87K 0.02%
4,000
298
$87K 0.02%
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-360
299
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5,000
300
$84K 0.02%
4,940
10 11
12
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