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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$1.55M
3
+$1.39M
4
SBUX icon
Starbucks
SBUX
+$1.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$969K

Top Sells

1
+$5.25M
2
+$5.05M
3
+$1.3M
4
TRV icon
Travelers Companies
TRV
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K 0.01%
788
377
$36K 0.01%
622
378
$36K 0.01%
2,500
379
$35K 0.01%
2,200
380
$35K 0.01%
1,483
381
$34K 0.01%
275
382
$34K 0.01%
2,250
383
$34K 0.01%
652
+252
384
$34K 0.01%
1,295
385
$33K 0.01%
300
386
$33K 0.01%
900
-353
387
$33K 0.01%
745
+41
388
$33K 0.01%
1,000
389
$33K 0.01%
280
390
$32K 0.01%
200
391
$32K 0.01%
192
392
$32K 0.01%
+600
393
$32K 0.01%
300
394
$32K 0.01%
182
+50
395
$31K 0.01%
325
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396
$31K 0.01%
965
397
$31K 0.01%
330
398
$31K 0.01%
653
399
$30K 0.01%
1,715
400
$29K 0.01%
+594
14 15
16
17 18