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
$293M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$2.5M
3 +$1.16M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K

Top Sells

1 +$4.68M
2 +$531K
3 +$314K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$303K
5
AAPL icon
Apple
AAPL
+$271K

Sector Composition

1 Technology 20.54%
2 Financials 8.55%
3 Consumer Discretionary 8.23%
4 Healthcare 7.69%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$20.9K 0.01%
+602
352
$20.8K 0.01%
549
353
$20.4K 0.01%
560
354
$20.3K 0.01%
207
355
$20.1K 0.01%
+100
356
$19.9K 0.01%
+125
357
$19.7K 0.01%
562
358
$19.6K 0.01%
+260
359
$19.4K 0.01%
238
360
$19.3K 0.01%
308
361
$19.2K 0.01%
613
362
$19K 0.01%
670
363
$18.9K 0.01%
+227
364
$18.8K 0.01%
375
365
$18.8K 0.01%
21
366
$18.7K 0.01%
125
367
$18.6K 0.01%
700
368
$18.6K 0.01%
500
369
$18.2K 0.01%
+605
370
$18.1K 0.01%
92
371
$16.8K 0.01%
1,000
372
$16.6K 0.01%
489
373
$16.3K 0.01%
263
374
$16.2K 0.01%
232
-216
375
$16.1K 0.01%
400