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
301
$36.9K 0.01%
414
+11
302
$35.9K 0.01%
1,210
303
$34.5K 0.01%
2,850
-2,300
304
$34.3K 0.01%
870
305
$33.6K 0.01%
439
-222
306
$32.5K 0.01%
300
307
$31.4K 0.01%
200
308
$31.2K 0.01%
421
+120
309
$30.1K 0.01%
886
310
$30K 0.01%
902
311
$29.7K 0.01%
800
312
$28.7K 0.01%
359
313
$28.2K 0.01%
459
314
$27.7K 0.01%
40,000
315
$27.6K 0.01%
150
316
$27.5K 0.01%
390
-120
317
$25.9K 0.01%
123
+3
318
$25.9K 0.01%
266
319
$25.7K 0.01%
100
320
$25.4K 0.01%
539
321
$24.6K 0.01%
500
322
$24.1K 0.01%
375
323
$23.7K 0.01%
+448
324
$22.7K 0.01%
800
325
$22.6K 0.01%
130
11 12
13
14 15