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
276
$60.6K 0.02%
150
277
$60K 0.02%
800
278
$57.3K 0.02%
100
279
$56.7K 0.02%
230
280
$56.1K 0.02%
1,711
281
$55.3K 0.02%
185
282
$54.6K 0.02%
500
283
$54.3K 0.02%
500
284
$53.9K 0.02%
490
-60
285
$53.1K 0.02%
383
286
$52.7K 0.02%
392
287
$52.7K 0.02%
554
288
$52.4K 0.02%
255
+150
289
$52K 0.02%
2,264
290
$50.6K 0.02%
417
291
$49.9K 0.02%
417
292
$48.7K 0.02%
706
-33
293
$47.8K 0.02%
245
294
$47.7K 0.02%
934
295
$47.6K 0.02%
681
296
$46.3K 0.02%
1,747
297
$46.2K 0.02%
350
298
$44.9K 0.01%
500
299
$44.7K 0.01%
1,065
300
$37.7K 0.01%
1,315
+87