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
301
$82K 0.02%
522
302
$82K 0.02%
2,166
+1,650
303
$81K 0.02%
1,643
+375
304
$80K 0.02%
1,500
-140
305
$79K 0.02%
1,360
+360
306
$79K 0.02%
6,470
-1,560
307
$78K 0.02%
1,760
308
$78K 0.02%
2,412
309
$78K 0.02%
1,130
+147
310
$78K 0.02%
6,920
311
$76K 0.02%
2,037
-2,036
312
$76K 0.02%
1,000
313
$76K 0.02%
1,450
314
$76K 0.02%
607
-60
315
$76K 0.02%
300
316
$74K 0.02%
+69
317
$74K 0.02%
+2,849
318
$73K 0.02%
2,195
-2,695
319
$69K 0.02%
395
320
$69K 0.02%
2,200
321
$69K 0.02%
331
322
$69K 0.02%
770
-30
323
$67K 0.01%
5,570
324
$65K 0.01%
1,449
+865
325
$65K 0.01%
1,118
11 12
13
14 15