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
651
$2K ﹤0.01%
50
652
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67
653
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+50
654
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25
655
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50
656
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+74
657
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100
-12,562
658
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40
659
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360
660
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20
661
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100
662
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100
663
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2
664
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60
665
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171
666
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150
667
$1K ﹤0.01%
7
668
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20
669
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+25
670
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78
671
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64
672
$1K ﹤0.01%
286
673
$1K ﹤0.01%
+10
674
$1K ﹤0.01%
20
675
$1K ﹤0.01%
50
25 26
27
28 29