ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$941K
3
+$928K
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$926K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$924K

Top Sells

1
+$1.89M
2
+$582K
3
+$197K
4
AAPL icon
Apple
AAPL
+$124K
5
NKE icon
Nike
NKE
+$115K

Sector Composition

1 Technology 15.78%
2 Healthcare 9.1%
3 Financials 8.93%
4 Consumer Discretionary 8.69%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80.4K 0.04%
1,200
227
$78.5K 0.04%
2,276
228
$77.4K 0.04%
1,900
-650
229
$77K 0.03%
972
230
$76.5K 0.03%
3,319
+1,055
231
$76.4K 0.03%
465
-25
232
$76.1K 0.03%
844
233
$75.9K 0.03%
2,018
234
$75.4K 0.03%
801
235
$70.7K 0.03%
2,787
236
$69.9K 0.03%
1,595
237
$68.9K 0.03%
711
+120
238
$68.4K 0.03%
600
239
$68.3K 0.03%
155
240
$68.1K 0.03%
1,300
241
$67K 0.03%
799
+29
242
$64.7K 0.03%
300
243
$62.1K 0.03%
815
244
$60.9K 0.03%
991
245
$59.2K 0.03%
550
246
$58.4K 0.03%
720
247
$57.6K 0.03%
330
248
$56.8K 0.03%
1,577
249
$56.6K 0.03%
262
250
$56.3K 0.03%
980
8 9
10
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