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
$248M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$841K
3 +$685K
4
AMZN icon
Amazon
AMZN
+$597K
5
COST icon
Costco
COST
+$427K

Top Sells

1 +$853K
2 +$214K
3 +$182K
4
XOM icon
Exxon Mobil
XOM
+$165K
5
TSLA icon
Tesla
TSLA
+$157K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.01%
3 Consumer Discretionary 8.82%
4 Financials 8.8%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8.36K ﹤0.01%
20
402
$8.32K ﹤0.01%
60
403
$8K ﹤0.01%
1,190
404
$7.54K ﹤0.01%
260
405
$7.42K ﹤0.01%
113
406
$7.3K ﹤0.01%
250
-180
407
$7.25K ﹤0.01%
75
408
$7.22K ﹤0.01%
100
409
$7.15K ﹤0.01%
+191
410
$7.12K ﹤0.01%
350
411
$7.03K ﹤0.01%
33
412
$6.9K ﹤0.01%
300
413
$6.73K ﹤0.01%
93
414
$6.69K ﹤0.01%
142
415
$6.6K ﹤0.01%
+750
416
$6.59K ﹤0.01%
42
417
$6.47K ﹤0.01%
68
418
$6.47K ﹤0.01%
72
419
$6.47K ﹤0.01%
215
420
$6.41K ﹤0.01%
1,190
421
$6.02K ﹤0.01%
750
422
$5.88K ﹤0.01%
90
423
$5.73K ﹤0.01%
1,736
424
$5.5K ﹤0.01%
+131
425
$5.31K ﹤0.01%
21