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
351
$17.2K 0.01%
92
352
$16.9K 0.01%
+111
353
$16.5K 0.01%
125
354
$16.4K 0.01%
+125
355
$16.4K 0.01%
400
356
$16K 0.01%
+21
357
$15.8K 0.01%
1,000
358
$15.6K 0.01%
100
359
$15.4K 0.01%
+53
360
$15.3K 0.01%
210
361
$15.2K 0.01%
+670
362
$15.1K 0.01%
+235
363
$14K 0.01%
65
-80
364
$13.9K 0.01%
47
365
$13.7K 0.01%
104
366
$13.5K 0.01%
117
367
$13.4K 0.01%
+330
368
$13.3K 0.01%
1,000
369
$13.3K 0.01%
+81
370
$13.3K 0.01%
150
371
$12.5K 0.01%
48
372
$12.4K 0.01%
35
373
$11.7K ﹤0.01%
+495
374
$11.6K ﹤0.01%
202
375
$11.4K ﹤0.01%
+200