FIB

First Interstate Bank Portfolio holdings

AUM $1.78B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
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
601
$5K ﹤0.01%
300
602
$5K ﹤0.01%
121
603
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100
604
$5K ﹤0.01%
125
605
$5K ﹤0.01%
900
606
$5K ﹤0.01%
90
+30
607
$5K ﹤0.01%
53
+23
608
$5K ﹤0.01%
151
609
$5K ﹤0.01%
400
-400
610
$5K ﹤0.01%
116
611
$5K ﹤0.01%
74
612
$5K ﹤0.01%
130
613
$5K ﹤0.01%
28
614
$5K ﹤0.01%
100
615
$5K ﹤0.01%
205
616
$5K ﹤0.01%
100
617
$5K ﹤0.01%
54
618
$5K ﹤0.01%
50
-35
619
$5K ﹤0.01%
30
620
$4K ﹤0.01%
70
621
$4K ﹤0.01%
115
622
$4K ﹤0.01%
160
623
$4K ﹤0.01%
110
624
$4K ﹤0.01%
83
625
$4K ﹤0.01%
1,040
23 24
25
26 27