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
276
$39.4K 0.02%
440
277
$39K 0.02%
500
278
$38.4K 0.02%
1,530
279
$37.8K 0.02%
1,830
280
$37.5K 0.02%
145
281
$36.9K 0.02%
305
-138
282
$36.7K 0.02%
1,554
283
$36K 0.02%
1,210
284
$36K 0.02%
603
-207
285
$33.6K 0.02%
600
-100
286
$33.4K 0.02%
902
-925
287
$32.2K 0.01%
910
288
$31.7K 0.01%
181
289
$30.4K 0.01%
468
290
$30.2K 0.01%
40,000
291
$29.9K 0.01%
459
292
$29.3K 0.01%
800
293
$28.2K 0.01%
950
294
$28.1K 0.01%
539
295
$28K 0.01%
150
296
$27.9K 0.01%
300
297
$27.8K 0.01%
679
298
$27.5K 0.01%
400
299
$27.5K 0.01%
886
300
$27.4K 0.01%
266
10 11
12
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