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
251
$73.4K 0.03%
801
252
$72.7K 0.03%
+445
253
$71K 0.03%
600
254
$67.8K 0.03%
811
+641
255
$67.3K 0.03%
543
+419
256
$67.1K 0.03%
550
257
$66.4K 0.03%
330
258
$65.1K 0.03%
1,300
259
$64.5K 0.03%
+599
260
$61.2K 0.02%
720
261
$59.7K 0.02%
331
+31
262
$59.6K 0.02%
172
+144
263
$59.5K 0.02%
107
+102
264
$59.3K 0.02%
1,575
+665
265
$58.4K 0.02%
236
+132
266
$57.7K 0.02%
+624
267
$57.3K 0.02%
290
+28
268
$57.1K 0.02%
800
269
$57.1K 0.02%
1,577
270
$56.2K 0.02%
293
271
$55.5K 0.02%
586
+58
272
$55.4K 0.02%
416
+261
273
$54K 0.02%
350
274
$53.7K 0.02%
+179
275
$53.4K 0.02%
982
9 10
11
12 13