ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$631K
2 +$423K
3 +$346K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$341K
5
AMZN icon
Amazon
AMZN
+$215K

Top Sells

1 +$687K
2 +$405K
3 +$265K
4
FCX icon
Freeport-McMoran
FCX
+$220K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$220K

Sector Composition

1 Technology 21.43%
2 Financials 9.3%
3 Consumer Discretionary 8.22%
4 Healthcare 6.9%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.7K ﹤0.01%
122
-94
402
$9.46K ﹤0.01%
105
403
$9.15K ﹤0.01%
145
404
$9.08K ﹤0.01%
13
405
$9.08K ﹤0.01%
75
406
$8.99K ﹤0.01%
560
407
$8.8K ﹤0.01%
+400
408
$8.69K ﹤0.01%
+107
409
$8.62K ﹤0.01%
100
410
$8.54K ﹤0.01%
155
411
$8.42K ﹤0.01%
127
412
$8.11K ﹤0.01%
250
413
$7.55K ﹤0.01%
33
414
$7.47K ﹤0.01%
74
415
$7.09K ﹤0.01%
234
416
$6.9K ﹤0.01%
23
417
$6.75K ﹤0.01%
72
418
$6.55K ﹤0.01%
39
419
$6.33K ﹤0.01%
+85
420
$6.3K ﹤0.01%
33
421
$6.25K ﹤0.01%
62
422
$6.2K ﹤0.01%
101
423
$6.18K ﹤0.01%
541
424
$6.17K ﹤0.01%
69
425
$6.14K ﹤0.01%
+33