FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.49M
3
+$2.13M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$362K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$325K

Top Sells

1
+$3.13M
2
+$2.91M
3
+$2.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.62M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.02M

Sector Composition

1 Technology 14.23%
2 Financials 12.1%
3 Consumer Discretionary 7.93%
4 Healthcare 7.32%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K 0.01%
600
+20
352
$35K 0.01%
589
-368
353
$35K 0.01%
643
354
$34K 0.01%
965
355
$34K 0.01%
+491
356
$33K 0.01%
300
357
$33K 0.01%
607
358
$33K 0.01%
1,472
359
$32K 0.01%
485
+140
360
$32K 0.01%
900
361
$32K 0.01%
200
362
$32K 0.01%
1,636
363
$31K 0.01%
565
-1,362
364
$30K 0.01%
1,780
365
$30K 0.01%
1,290
366
$29K 0.01%
2,236
+1,920
367
$29K 0.01%
318
+10
368
$29K 0.01%
1,000
369
$29K 0.01%
1,038
370
$29K 0.01%
192
371
$29K 0.01%
100
372
$28K 0.01%
336
+107
373
$28K 0.01%
350
-410
374
$28K 0.01%
500
-400
375
$28K 0.01%
557
13 14
15
16 17