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
376
$7.41K ﹤0.01%
100
377
$7.21K ﹤0.01%
93
378
$7.16K ﹤0.01%
113
379
$7.01K ﹤0.01%
+142
380
$6.93K ﹤0.01%
260
381
$6.86K ﹤0.01%
+150
382
$6.78K ﹤0.01%
58
-125
383
$6.75K ﹤0.01%
212
384
$6.66K ﹤0.01%
44
385
$6.54K ﹤0.01%
215
386
$6.51K ﹤0.01%
750
387
$6.44K ﹤0.01%
68
388
$6.38K ﹤0.01%
87
389
$6.18K ﹤0.01%
195
-65
390
$6.11K ﹤0.01%
+72
391
$5.91K ﹤0.01%
33
-150
392
$5.81K ﹤0.01%
350
393
$5.45K ﹤0.01%
125
394
$5.19K ﹤0.01%
90
395
$5.15K ﹤0.01%
300
396
$4.86K ﹤0.01%
+21
397
$4.68K ﹤0.01%
+42
398
$4.36K ﹤0.01%
150
399
$4.33K ﹤0.01%
200
400
$4.32K ﹤0.01%
+90
14 15
16
17 18