ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$423K
3
+$346K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$341K
5
AMZN icon
Amazon
AMZN
+$215K

Top Sells

1
+$687K
2
+$405K
3
+$265K
4
FCX icon
Freeport-McMoran
FCX
+$220K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$220K

Sector Composition

1 Technology 21.43%
2 Financials 9.3%
3 Consumer Discretionary 8.22%
4 Healthcare 6.9%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$105K 0.03%
743
+132
227
$105K 0.03%
1,900
228
$103K 0.03%
400
229
$103K 0.03%
497
-92
230
$102K 0.03%
5,000
231
$101K 0.03%
2,825
-600
232
$98.1K 0.03%
4,441
233
$97.1K 0.03%
2,142
234
$96.8K 0.03%
2,380
235
$96.7K 0.03%
1,580
236
$95.2K 0.03%
1,804
237
$94.1K 0.03%
3,200
238
$93.6K 0.03%
2,276
239
$93.4K 0.03%
2,610
240
$92.9K 0.03%
164
241
$92.3K 0.03%
2,130
-5,085
242
$90.7K 0.03%
313
243
$89.3K 0.03%
1,848
244
$86.4K 0.03%
1,649
245
$84.8K 0.03%
575
246
$83.3K 0.03%
293
247
$83K 0.03%
1,322
248
$79.6K 0.03%
711
249
$79.1K 0.03%
1,089
-260
250
$78.3K 0.03%
179
8 9
10
11 12