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
551
$9K ﹤0.01%
600
552
$9K ﹤0.01%
100
553
$9K ﹤0.01%
35
554
$9K ﹤0.01%
2,480
555
$9K ﹤0.01%
+500
556
$9K ﹤0.01%
+258
557
$9K ﹤0.01%
117
-57
558
$9K ﹤0.01%
2,000
559
$8K ﹤0.01%
+45
560
$8K ﹤0.01%
63
561
$8K ﹤0.01%
682
562
$8K ﹤0.01%
400
563
$8K ﹤0.01%
500
564
$8K ﹤0.01%
522
565
$8K ﹤0.01%
+241
566
$8K ﹤0.01%
100
567
$8K ﹤0.01%
353
568
$8K ﹤0.01%
301
569
$8K ﹤0.01%
+302
570
$8K ﹤0.01%
400
-230
571
$7K ﹤0.01%
170
572
$7K ﹤0.01%
300
573
$7K ﹤0.01%
200
574
$7K ﹤0.01%
100
575
$7K ﹤0.01%
130
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