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
401
$4.28K ﹤0.01%
30
402
$4.2K ﹤0.01%
32
403
$4.04K ﹤0.01%
67
404
$3.93K ﹤0.01%
+39
405
$3.79K ﹤0.01%
30
406
$3.7K ﹤0.01%
215
407
$3.66K ﹤0.01%
1,736
408
$3.62K ﹤0.01%
100
409
$3.56K ﹤0.01%
40
410
$3.37K ﹤0.01%
128
411
$3.31K ﹤0.01%
65
412
$3.28K ﹤0.01%
187
413
$3.18K ﹤0.01%
+55
414
$3.06K ﹤0.01%
110
415
$3.02K ﹤0.01%
92
416
$3K ﹤0.01%
+37
417
$2.79K ﹤0.01%
47
418
$2.58K ﹤0.01%
40
419
$2.55K ﹤0.01%
700
420
$2.3K ﹤0.01%
5
421
$2.24K ﹤0.01%
29
-100
422
$2.2K ﹤0.01%
10
423
$2.15K ﹤0.01%
61
424
$2.02K ﹤0.01%
25
-245
425
$1.99K ﹤0.01%
51
15 16
17
18 19