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
351
$11K ﹤0.01%
+35
352
$10.8K ﹤0.01%
297
353
$10.5K ﹤0.01%
541
354
$10.5K ﹤0.01%
134
355
$10.2K ﹤0.01%
150
-27,750
356
$9.96K ﹤0.01%
560
357
$9.82K ﹤0.01%
28
358
$9.46K ﹤0.01%
100
359
$9.32K ﹤0.01%
+81
360
$9.04K ﹤0.01%
145
361
$8.98K ﹤0.01%
58
362
$8.88K ﹤0.01%
61
-90
363
$8.87K ﹤0.01%
122
364
$8.79K ﹤0.01%
423
365
$8.72K ﹤0.01%
163
366
$8.5K ﹤0.01%
+244
367
$8.49K ﹤0.01%
250
368
$8.14K ﹤0.01%
+20
369
$8.11K ﹤0.01%
110
370
$8.06K ﹤0.01%
+155
371
$7.62K ﹤0.01%
+1,190
372
$7.6K ﹤0.01%
+120
373
$7.57K ﹤0.01%
75
374
$7.52K ﹤0.01%
+1,190
375
$7.45K ﹤0.01%
+60