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
301
$27.3K 0.01%
707
302
$27.1K 0.01%
730
-370
303
$26.6K 0.01%
1,100
304
$26K 0.01%
200
305
$25.6K 0.01%
760
306
$25.4K 0.01%
104
307
$24.9K 0.01%
500
308
$24.9K 0.01%
500
309
$24.7K 0.01%
414
310
$24.2K 0.01%
100
311
$22.9K 0.01%
800
312
$22K 0.01%
155
313
$21.6K 0.01%
500
314
$20.7K 0.01%
269
315
$20.1K 0.01%
165
316
$20K 0.01%
150
317
$19.4K 0.01%
250
318
$19.3K 0.01%
130
319
$19K 0.01%
234
320
$18.9K 0.01%
+230
321
$18.7K 0.01%
400
322
$18.2K 0.01%
80
323
$18.2K 0.01%
92
+23
324
$17.7K 0.01%
562
325
$17.5K 0.01%
340