ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
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
+$631K
2
+$423K
3
+$346K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$341K
5
AMZN icon
Amazon
AMZN
+$215K

Top Sells

1
+$687K
2
+$405K
3
+$265K
4
FCX icon
Freeport-McMoran
FCX
+$220K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$220K

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
351
$18K 0.01%
92
352
$17.9K 0.01%
2,028
-22,000
353
$17.9K 0.01%
104
354
$17.9K 0.01%
125
355
$17.7K 0.01%
423
356
$17.6K 0.01%
53
357
$17.6K 0.01%
232
358
$17.5K 0.01%
150
359
$17.4K 0.01%
1,000
360
$17.2K 0.01%
201
361
$16.4K 0.01%
800
362
$16.3K 0.01%
100
363
$16.1K 0.01%
+550
364
$16K 0.01%
170
365
$15.7K 0.01%
301
-98
366
$15.2K 0.01%
+19
367
$15.1K 0.01%
+110
368
$14.7K ﹤0.01%
263
369
$14.6K ﹤0.01%
47
370
$14.6K ﹤0.01%
+215
371
$14.4K ﹤0.01%
2,150
372
$14.3K ﹤0.01%
99
373
$14.1K ﹤0.01%
260
374
$14.1K ﹤0.01%
588
-25
375
$14.1K ﹤0.01%
170
13 14
15
16 17