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
$272M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.13M
3
+$743K
4
LLY icon
Eli Lilly
LLY
+$654K
5
AMZN icon
Amazon
AMZN
+$560K

Top Sells

1
+$572K
2
+$412K
3
+$403K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$281K
5
MQY icon
BlackRock MuniYield Quality Fund
MQY
+$184K

Sector Composition

1 Technology 20.24%
2 Healthcare 9.73%
3 Financials 8.09%
4 Consumer Discretionary 7.82%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53.1K 0.02%
175
+3
277
$52.1K 0.02%
+304
278
$52.1K 0.02%
+1,136
279
$52.1K 0.02%
982
280
$52K 0.02%
77
+24
281
$51.1K 0.02%
2,264
-1,055
282
$50.8K 0.02%
657
-29
283
$48.2K 0.02%
500
284
$47K 0.02%
934
-650
285
$46.9K 0.02%
500
286
$46.8K 0.02%
372
287
$45.7K 0.02%
235
-55
288
$45.4K 0.02%
1,601
289
$45.1K 0.02%
422
+6
290
$44.7K 0.02%
245
-48
291
$44.7K 0.02%
+230
292
$44.6K 0.02%
417
-417
293
$43.9K 0.02%
1,300
294
$42.3K 0.02%
383
295
$42.3K 0.02%
350
296
$41.5K 0.02%
75
297
$41.4K 0.02%
514
298
$40.8K 0.02%
383
-216
299
$40.2K 0.01%
265
300
$37.2K 0.01%
350
10 11
12
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