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
276
$53.4K 0.02%
500
277
$53K 0.02%
686
278
$51.9K 0.02%
2,078
279
$51.2K 0.02%
1,300
280
$51.2K 0.02%
880
-100
281
$50.5K 0.02%
661
-58
282
$50.4K 0.02%
380
283
$50K 0.02%
4,500
284
$49K 0.02%
599
285
$48.9K 0.02%
100
286
$48.7K 0.02%
949
287
$47.6K 0.02%
372
+67
288
$44.1K 0.02%
+2,546
289
$43.9K 0.02%
350
290
$43.7K 0.02%
383
291
$43.7K 0.02%
440
292
$43.6K 0.02%
75
293
$43.3K 0.02%
500
294
$41.5K 0.02%
+265
295
$39.4K 0.02%
514
296
$39.3K 0.02%
1,601
297
$38.4K 0.02%
510
+390
298
$36.8K 0.01%
870
299
$36K 0.01%
1,210
300
$35.9K 0.01%
181
10 11
12
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