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
$272M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.13M
3
+$743K
4
LLY icon
Eli Lilly
LLY
+$654K
5
AMZN icon
Amazon
AMZN
+$560K

Top Sells

1
+$572K
2
+$412K
3
+$403K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$281K
5
MQY icon
BlackRock MuniYield Quality Fund
MQY
+$184K

Sector Composition

1 Technology 20.24%
2 Healthcare 9.73%
3 Financials 8.09%
4 Consumer Discretionary 7.82%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.4K 0.01%
+16
352
$15.4K 0.01%
562
353
$15.3K 0.01%
455
354
$15.1K 0.01%
65
355
$14.8K 0.01%
+613
356
$14.8K 0.01%
400
357
$14.6K 0.01%
53
358
$14.2K 0.01%
1,000
359
$13.9K 0.01%
117
360
$13.9K 0.01%
489
361
$13.9K 0.01%
170
-429
362
$13.2K ﹤0.01%
100
363
$13.1K ﹤0.01%
201
-201
364
$13K ﹤0.01%
+263
365
$12.4K ﹤0.01%
1,000
366
$12.3K ﹤0.01%
150
367
$12.3K ﹤0.01%
104
368
$12.3K ﹤0.01%
47
369
$12.2K ﹤0.01%
138
-61
370
$12K ﹤0.01%
48
371
$11.6K ﹤0.01%
58
372
$11.5K ﹤0.01%
+9
373
$11.4K ﹤0.01%
81
374
$11.3K ﹤0.01%
+43
375
$11.1K ﹤0.01%
423
13 14
15
16 17