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
301
$47.1K 0.02%
417
302
$46.3K 0.02%
350
303
$46.2K 0.02%
230
304
$45.8K 0.02%
514
305
$45.7K 0.02%
372
306
$44.9K 0.02%
383
307
$44.8K 0.02%
265
308
$43.8K 0.01%
1,616
-5,149
309
$43.4K 0.01%
+1,085
310
$42.1K 0.01%
+250
311
$41.4K 0.01%
414
312
$39.8K 0.01%
+384
313
$39.5K 0.01%
300
314
$39.3K 0.01%
870
315
$38.7K 0.01%
40,000
316
$38K 0.01%
495
+105
317
$37.8K 0.01%
1,300
318
$36.6K 0.01%
1,210
319
$36.4K 0.01%
439
320
$35.3K 0.01%
886
321
$34.9K 0.01%
350
322
$33.6K 0.01%
902
323
$33.2K 0.01%
800
324
$30.1K 0.01%
359
325
$28.8K 0.01%
150