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
651
$2K ﹤0.01%
50
652
$2K ﹤0.01%
+15
653
$2K ﹤0.01%
+27
654
$1K ﹤0.01%
40
655
$1K ﹤0.01%
+17
656
$1K ﹤0.01%
+16
657
$1K ﹤0.01%
+4
658
$1K ﹤0.01%
+44
659
$1K ﹤0.01%
20
660
$1K ﹤0.01%
+450
661
$1K ﹤0.01%
+65
662
$1K ﹤0.01%
+20
663
$1K ﹤0.01%
1
664
$1K ﹤0.01%
150
665
– –
-250
666
– –
-60
667
– –
-6,000
668
$0 ﹤0.01%
+1
669
– –
-30
670
$0 ﹤0.01%
3
671
– –
-145
672
– –
-2,000
673
– –
-126
674
– –
-300
675
– –
-34
25 26
27
28 29