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
$272M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.13M
3
+$743K
4
LLY icon
Eli Lilly
LLY
+$654K
5
AMZN icon
Amazon
AMZN
+$560K

Top Sells

1
+$572K
2
+$412K
3
+$403K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$281K
5
MQY icon
BlackRock MuniYield Quality Fund
MQY
+$184K

Sector Composition

1 Technology 20.24%
2 Healthcare 9.73%
3 Financials 8.09%
4 Consumer Discretionary 7.82%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93.9K 0.03%
2,714
227
$93K 0.03%
1,475
+595
228
$92.4K 0.03%
1,726
-926
229
$91.4K 0.03%
999
230
$90.8K 0.03%
2,380
231
$89.7K 0.03%
1,848
+1,348
232
$88.4K 0.03%
2,250
233
$87K 0.03%
195
234
$85.1K 0.03%
530
+150
235
$83.2K 0.03%
1,349
-40
236
$83.1K 0.03%
2,276
237
$81.2K 0.03%
801
238
$80.1K 0.03%
1,900
239
$80K 0.03%
1,200
240
$79.8K 0.03%
313
241
$79.8K 0.03%
406
242
$79.3K 0.03%
544
-255
243
$79.2K 0.03%
1,075
+8
244
$76.9K 0.03%
631
-125
245
$76.2K 0.03%
300
246
$75.3K 0.03%
815
247
$74.6K 0.03%
330
248
$73.4K 0.03%
2,034
+459
249
$72.7K 0.03%
711
250
$72.2K 0.03%
2,787
8 9
10
11 12