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
251
$53.1K 0.02%
686
252
$52.7K 0.02%
293
+66
253
$52.1K 0.02%
4,500
254
$51.8K 0.02%
719
-82
255
$51.3K 0.02%
800
256
$51.2K 0.02%
350
-28
257
$51.2K 0.02%
982
+224
258
$50.9K 0.02%
528
259
$50.8K 0.02%
704
260
$49.1K 0.02%
599
261
$48.7K 0.02%
949
+190
262
$48.3K 0.02%
500
263
$47K 0.02%
1,300
264
$46.9K 0.02%
2,526
265
$46.1K 0.02%
1,601
266
$45.9K 0.02%
2,078
267
$44.8K 0.02%
100
268
$44.2K 0.02%
300
269
$42.4K 0.02%
380
270
$41.1K 0.02%
870
271
$40.7K 0.02%
350
272
$40K 0.02%
383
273
$40K 0.02%
1,444
274
$39.8K 0.02%
75
275
$39.5K 0.02%
514
9 10
11
12 13