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
251
$79.8K 0.03%
330
252
$79.1K 0.03%
735
+24
253
$78.5K 0.03%
2,787
254
$74.9K 0.03%
145
-50
255
$74.3K 0.03%
1,360
-630
256
$74.2K 0.03%
600
257
$74.1K 0.03%
811
258
$73K 0.02%
445
259
$71.7K 0.02%
641
260
$71.3K 0.02%
+293
261
$70.7K 0.02%
3,200
262
$70.3K 0.02%
647
+264
263
$70.2K 0.02%
+586
264
$69.6K 0.02%
179
265
$68.8K 0.02%
1,258
-706
266
$67.6K 0.02%
650
-340
267
$66.9K 0.02%
2,250
268
$65.5K 0.02%
257
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269
$65.4K 0.02%
185
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270
$64.5K 0.02%
322
271
$64.3K 0.02%
720
272
$64K 0.02%
1,577
273
$64K 0.02%
795
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274
$63.8K 0.02%
2,034
275
$62.3K 0.02%
1,725
-255
9 10
11
12 13