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
376
$28K 0.01%
350
377
$27K 0.01%
200
378
$27K 0.01%
135
379
$27K 0.01%
+472
380
$27K 0.01%
150
-300
381
$26K 0.01%
471
382
$26K 0.01%
200
383
$26K 0.01%
408
-120
384
$26K 0.01%
+500
385
$26K 0.01%
570
386
$25K 0.01%
385
387
$25K 0.01%
419
388
$25K 0.01%
343
+65
389
$25K 0.01%
1,365
390
$25K 0.01%
1,100
391
$25K 0.01%
360
392
$25K 0.01%
945
393
$24K 0.01%
+500
394
$24K 0.01%
195
-40
395
$24K 0.01%
249
396
$24K 0.01%
132
397
$24K 0.01%
2,637
+2,100
398
$24K 0.01%
890
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399
$24K 0.01%
65
400
$24K 0.01%
608
14 15
16
17 18