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
$1.81B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.88M
3
+$2.77M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.85M

Top Sells

1
+$7.15M
2
+$3.2M
3
+$2.43M
4
MAS icon
Masco
MAS
+$2.36M
5
PEP icon
PepsiCo
PEP
+$2.17M

Sector Composition

1 Financials 11.39%
2 Technology 4.84%
3 Consumer Discretionary 1.83%
4 Communication Services 1.66%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$267K 0.01%
3,341
+50
177
$265K 0.01%
2,094
178
$261K 0.01%
2,500
179
$248K 0.01%
+6,392
180
$237K 0.01%
3,532
+375
181
$236K 0.01%
2,635
182
$236K 0.01%
+1,000
183
$228K 0.01%
550
-100
184
$225K 0.01%
+600
185
$224K 0.01%
+350
186
$221K 0.01%
+16,000
187
$220K 0.01%
+3,027
188
$219K 0.01%
2,288
189
$219K 0.01%
305
190
$218K 0.01%
1,157
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191
$216K 0.01%
+45,000
192
$212K 0.01%
7,500
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193
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+1,239
194
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195
$210K 0.01%
8,883
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196
$206K 0.01%
+346
197
$203K 0.01%
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198
$202K 0.01%
1,895
199
$128K 0.01%
19,020
200
$123K 0.01%
12,511
5 6 7
8
9