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
326
$17K 0.01%
199
327
$17K 0.01%
489
328
$16.8K 0.01%
455
329
$16K 0.01%
+92
330
$15.8K 0.01%
+125
331
$15.4K 0.01%
210
332
$15.2K 0.01%
300
-676
333
$14.4K 0.01%
1,000
334
$14.2K 0.01%
+1,000
335
$14K 0.01%
100
336
$13.6K 0.01%
100
337
$13.6K 0.01%
47
338
$13.4K 0.01%
375
339
$13.3K 0.01%
170
340
$13.1K 0.01%
104
-30
341
$12.4K 0.01%
430
342
$12.3K 0.01%
522
343
$12.3K 0.01%
+117
344
$12.2K 0.01%
25
345
$12.1K 0.01%
124
346
$11.6K 0.01%
202
347
$11.6K 0.01%
+48
348
$11.5K 0.01%
+150
349
$11.4K 0.01%
33
350
$11K 0.01%
120