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
401
$10.5K ﹤0.01%
75
402
$10.4K ﹤0.01%
85
403
$10.4K ﹤0.01%
250
404
$10.2K ﹤0.01%
250
405
$10.2K ﹤0.01%
81
406
$10.1K ﹤0.01%
202
407
$9.87K ﹤0.01%
93
408
$9.76K ﹤0.01%
36
409
$9.72K ﹤0.01%
423
410
$9.7K ﹤0.01%
145
411
$9.59K ﹤0.01%
716
412
$9.54K ﹤0.01%
33
413
$9.48K ﹤0.01%
541
414
$9.4K ﹤0.01%
560
415
$9.38K ﹤0.01%
61
416
$9.3K ﹤0.01%
20
417
$9.16K ﹤0.01%
127
-7
418
$8.96K ﹤0.01%
155
419
$8.72K ﹤0.01%
45
-20
420
$8.67K ﹤0.01%
100
421
$8.63K ﹤0.01%
75
422
$8.56K ﹤0.01%
61
423
$8.46K ﹤0.01%
100
424
$8.28K ﹤0.01%
+74
425
$8.16K ﹤0.01%
+8,300