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
$293M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.5M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K

Top Sells

1
+$4.68M
2
+$531K
3
+$314K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$303K
5
AAPL icon
Apple
AAPL
+$271K

Sector Composition

1 Technology 20.54%
2 Financials 8.55%
3 Consumer Discretionary 8.23%
4 Healthcare 7.69%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.04%
+2,000
227
$104K 0.04%
5,063
228
$102K 0.03%
1,009
-93
229
$101K 0.03%
1,200
230
$100K 0.03%
1,521
231
$100K 0.03%
1,249
+250
232
$99.1K 0.03%
1,726
233
$98.9K 0.03%
2,380
234
$97.9K 0.03%
2,414
-300
235
$97.6K 0.03%
+400
236
$97.5K 0.03%
2,276
237
$97.2K 0.03%
801
238
$96.7K 0.03%
1,900
239
$93.5K 0.03%
3,330
240
$93.5K 0.03%
1,814
+800
241
$93.4K 0.03%
164
-38
242
$91.3K 0.03%
1,349
243
$90.3K 0.03%
313
244
$89.6K 0.03%
406
245
$89.4K 0.03%
300
246
$85.9K 0.03%
558
+14
247
$85.5K 0.03%
631
248
$82.8K 0.03%
465
249
$82.6K 0.03%
1,275
+200
250
$82K 0.03%
1,810
+185
8 9
10
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