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
251
$77.5K 0.03%
4,500
252
$77.2K 0.03%
1,200
253
$76.5K 0.03%
145
254
$76.3K 0.03%
330
255
$75.2K 0.02%
558
256
$74.1K 0.02%
600
257
$73.9K 0.02%
2,012
258
$69.5K 0.02%
2,287
259
$69.4K 0.02%
1,599
-290
260
$67.6K 0.02%
610
261
$67.5K 0.02%
1,124
-435
262
$67.1K 0.02%
586
263
$66.9K 0.02%
676
264
$66.4K 0.02%
2,078
265
$66.2K 0.02%
537
+153
266
$65.4K 0.02%
300
267
$64.4K 0.02%
239
268
$64K 0.02%
2,857
-3,600
269
$63.7K 0.02%
815
270
$62.8K 0.02%
720
271
$62.7K 0.02%
390
+125
272
$62.3K 0.02%
982
273
$62K 0.02%
847
274
$61.2K 0.02%
1,126
-33
275
$60.9K 0.02%
2,034
9 10
11
12 13