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
301
$37.1K 0.01%
500
302
$37K 0.01%
800
303
$37K 0.01%
870
304
$36.7K 0.01%
+475
305
$36.5K 0.01%
414
306
$36.5K 0.01%
1,210
307
$35.9K 0.01%
67
+25
308
$35.5K 0.01%
439
309
$35.5K 0.01%
925
310
$34.7K 0.01%
1,616
311
$34.6K 0.01%
+350
312
$34.5K 0.01%
902
313
$33.9K 0.01%
491
314
$33.5K 0.01%
300
315
$33K 0.01%
151
316
$32.7K 0.01%
2,850
317
$30.9K 0.01%
1,140
-1,715
318
$30.5K 0.01%
318
+169
319
$29.8K 0.01%
175
320
$28.9K 0.01%
340
321
$27.4K 0.01%
165
322
$27.2K 0.01%
458
323
$26.6K 0.01%
237
324
$26.5K 0.01%
1,300
325
$26.1K 0.01%
150