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
276
$61.8K 0.02%
567
+17
277
$61.4K 0.02%
2,078
-462
278
$61K 0.02%
239
-500
279
$60.4K 0.02%
100
280
$60.3K 0.02%
1,322
281
$60.2K 0.02%
4,500
282
$58.5K 0.02%
491
283
$58.2K 0.02%
1,011
+29
284
$57.2K 0.02%
800
285
$55.2K 0.02%
2,610
-420
286
$54.7K 0.02%
554
287
$54.7K 0.02%
235
288
$53.9K 0.02%
1,136
289
$53.8K 0.02%
815
290
$53.1K 0.02%
2,264
291
$53.1K 0.02%
681
292
$52.4K 0.02%
834
-2,125
293
$52.4K 0.02%
500
294
$52.3K 0.02%
1,601
295
$52.1K 0.02%
656
-1
296
$51.1K 0.02%
+610
297
$50K 0.02%
+2,091
298
$49.2K 0.02%
245
299
$48.3K 0.02%
500
300
$47.9K 0.02%
934
10 11
12
13 14