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
$248M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$841K
3
+$685K
4
AMZN icon
Amazon
AMZN
+$597K
5
COST icon
Costco
COST
+$427K

Top Sells

1
+$853K
2
+$214K
3
+$182K
4
XOM icon
Exxon Mobil
XOM
+$165K
5
TSLA icon
Tesla
TSLA
+$157K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.01%
3 Consumer Discretionary 8.82%
4 Financials 8.8%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93.5K 0.04%
2,380
227
$93.2K 0.04%
2,149
+554
228
$89.8K 0.04%
5,063
229
$89.6K 0.04%
999
+155
230
$88K 0.04%
1,389
231
$87.4K 0.04%
406
232
$86.6K 0.03%
834
-417
233
$84.7K 0.03%
2,276
234
$83.9K 0.03%
456
-26
235
$83K 0.03%
195
+40
236
$82.5K 0.03%
3,162
237
$82.2K 0.03%
710
238
$81.1K 0.03%
313
-55
239
$79.9K 0.03%
1,584
-650
240
$78.7K 0.03%
1,175
+184
241
$77.9K 0.03%
300
242
$77.9K 0.03%
815
243
$77.7K 0.03%
465
244
$77.2K 0.03%
1,067
+667
245
$76K 0.03%
1,133
-104
246
$75.6K 0.03%
3,319
247
$75.5K 0.03%
1,900
248
$75.4K 0.03%
799
249
$74.9K 0.03%
2,787
250
$73.8K 0.03%
711
8 9
10
11 12