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
426
$26K 0.01%
95
427
$26K 0.01%
455
428
$25K 0.01%
900
429
$25K 0.01%
471
430
$25K 0.01%
1,380
431
$25K 0.01%
410
+170
432
$25K 0.01%
528
433
$25K 0.01%
191
+16
434
$24K 0.01%
600
435
$24K 0.01%
+385
436
$24K 0.01%
135
437
$24K 0.01%
767
+339
438
$23K 0.01%
235
439
$23K 0.01%
200
440
$23K 0.01%
1,013
+172
441
$23K 0.01%
525
442
$23K 0.01%
1,365
443
$23K 0.01%
710
444
$23K 0.01%
550
445
$23K 0.01%
1,100
446
$23K 0.01%
200
447
$22K ﹤0.01%
132
-39
448
$22K ﹤0.01%
300
449
$22K ﹤0.01%
200
450
$22K ﹤0.01%
310
16 17
18
19 20