ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
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 +$492K
2 +$421K
3 +$337K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$316K
5
AMZN icon
Amazon
AMZN
+$194K

Top Sells

1 +$623K
2 +$323K
3 +$261K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$210K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$204K

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
326
$26K 0.01%
310
327
$25.6K 0.01%
35
328
$25.5K 0.01%
73
329
$25.2K 0.01%
950
-197
330
$25.1K 0.01%
1,200
331
$25K 0.01%
124
332
$24.6K 0.01%
400
333
$24.5K 0.01%
602
334
$24.3K 0.01%
+461
335
$23.6K 0.01%
207
+47
336
$23.6K 0.01%
305
+238
337
$23.6K 0.01%
125
338
$22.7K 0.01%
100
339
$22.3K 0.01%
+50
340
$22.1K 0.01%
560
341
$21.6K 0.01%
130
342
$21.6K 0.01%
375
343
$20.1K 0.01%
+11
344
$19.3K 0.01%
605
345
$19K 0.01%
500
346
$18.8K 0.01%
562
347
$18.8K 0.01%
85
-150
348
$18.7K 0.01%
58
349
$18.3K 0.01%
8,350
350
$18.2K 0.01%
760