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
326
$24.3K 0.01%
500
327
$23.7K 0.01%
800
328
$23.5K 0.01%
549
-158
329
$23.3K 0.01%
+70
330
$23.3K 0.01%
500
331
$22.2K 0.01%
760
332
$21.7K 0.01%
500
333
$21.5K 0.01%
340
334
$21.5K 0.01%
124
+24
335
$21.2K 0.01%
+761
336
$20.6K 0.01%
269
337
$20.5K 0.01%
80
338
$19.9K 0.01%
455
339
$19.8K 0.01%
700
-400
340
$19.8K 0.01%
+136
341
$19.7K 0.01%
165
342
$19.7K 0.01%
+90
343
$19.5K 0.01%
375
344
$19.3K 0.01%
+145
345
$19.3K 0.01%
150
346
$18.6K 0.01%
+238
347
$18.5K 0.01%
199
348
$18.4K 0.01%
+1,165
349
$17.6K 0.01%
489
350
$17.5K 0.01%
562