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
376
$15.5K 0.01%
81
377
$15.1K 0.01%
111
378
$14.3K ﹤0.01%
201
379
$14.2K ﹤0.01%
53
380
$14.1K ﹤0.01%
170
381
$13.6K ﹤0.01%
47
382
$13.6K ﹤0.01%
22
-53
383
$13.4K ﹤0.01%
190
-232
384
$13.3K ﹤0.01%
16
385
$13.3K ﹤0.01%
138
386
$12.8K ﹤0.01%
9
387
$12.8K ﹤0.01%
48
388
$12.7K ﹤0.01%
43
389
$12.3K ﹤0.01%
150
390
$12.3K ﹤0.01%
150
391
$12.2K ﹤0.01%
120
392
$12.2K ﹤0.01%
104
393
$12K ﹤0.01%
47
394
$11.4K ﹤0.01%
76
395
$11.4K ﹤0.01%
760
396
$11.3K ﹤0.01%
585
397
$11.2K ﹤0.01%
300
398
$10.9K ﹤0.01%
+99
399
$10.7K ﹤0.01%
58
400
$10.7K ﹤0.01%
+177