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
$272M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.13M
3
+$743K
4
LLY icon
Eli Lilly
LLY
+$654K
5
AMZN icon
Amazon
AMZN
+$560K

Top Sells

1
+$572K
2
+$412K
3
+$403K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$281K
5
MQY icon
BlackRock MuniYield Quality Fund
MQY
+$184K

Sector Composition

1 Technology 20.24%
2 Healthcare 9.73%
3 Financials 8.09%
4 Consumer Discretionary 7.82%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.54K ﹤0.01%
215
427
$3.5K ﹤0.01%
750
428
$3.27K ﹤0.01%
110
429
$3.19K ﹤0.01%
1,190
430
$2.67K ﹤0.01%
570
431
$2.56K ﹤0.01%
187
432
$2.52K ﹤0.01%
65
433
$2.15K ﹤0.01%
65
-65
434
$2.1K ﹤0.01%
51
435
$2.05K ﹤0.01%
61
436
$1.95K ﹤0.01%
17
437
$1.47K ﹤0.01%
+34
438
$1.36K ﹤0.01%
23
439
$954 ﹤0.01%
25
440
$741 ﹤0.01%
23
441
$723 ﹤0.01%
68
442
$721 ﹤0.01%
10
-200
443
$623 ﹤0.01%
8
444
$617 ﹤0.01%
9
445
$503 ﹤0.01%
75
446
$312 ﹤0.01%
87
447
$148 ﹤0.01%
50
448
$115 ﹤0.01%
5
449
$109 ﹤0.01%
200
450
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16 17
18
19 20