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
426
$4.75K ﹤0.01%
67
427
$4.59K ﹤0.01%
30
428
$4.5K ﹤0.01%
150
429
$4.45K ﹤0.01%
+65
430
$4.44K ﹤0.01%
200
431
$4.42K ﹤0.01%
90
432
$4.36K ﹤0.01%
39
433
$4.22K ﹤0.01%
130
-65
434
$4K ﹤0.01%
128
435
$3.9K ﹤0.01%
100
436
$3.89K ﹤0.01%
23
-69
437
$3.7K ﹤0.01%
55
438
$3.66K ﹤0.01%
215
439
$3.6K ﹤0.01%
187
440
$3.59K ﹤0.01%
40
441
$3.17K ﹤0.01%
700
442
$3.16K ﹤0.01%
110
443
$3.01K ﹤0.01%
92
444
$2.94K ﹤0.01%
65
445
$2.75K ﹤0.01%
47
446
$2.69K ﹤0.01%
40
447
$2.36K ﹤0.01%
10
448
$2.2K ﹤0.01%
61
449
$2.2K ﹤0.01%
51
450
$2.15K ﹤0.01%
+570
16 17
18
19 20