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
301
$35.8K 0.01%
+618
302
$34.2K 0.01%
468
303
$34.1K 0.01%
200
304
$33.6K 0.01%
+403
305
$32.7K 0.01%
+240
306
$32.2K 0.01%
53
+28
307
$31.6K 0.01%
+153
308
$31.5K 0.01%
902
309
$31.3K 0.01%
730
310
$30.6K 0.01%
800
311
$30.4K 0.01%
459
312
$29.5K 0.01%
539
313
$29.2K 0.01%
150
314
$28.9K 0.01%
359
+125
315
$28K 0.01%
886
316
$27.3K 0.01%
266
317
$27.2K 0.01%
100
318
$26.9K 0.01%
414
319
$26.7K 0.01%
402
-201
320
$26.5K 0.01%
40,000
321
$26.2K 0.01%
130
322
$25.9K 0.01%
+301
323
$25.4K 0.01%
300
324
$25.1K 0.01%
+73
325
$24.7K 0.01%
+120