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
426
$8.12K ﹤0.01%
+108
427
$7.89K ﹤0.01%
260
428
$7.88K ﹤0.01%
1,736
429
$7.41K ﹤0.01%
250
430
$6.99K ﹤0.01%
90
431
$6.98K ﹤0.01%
72
432
$6.85K ﹤0.01%
33
433
$6.83K ﹤0.01%
350
434
$6.78K ﹤0.01%
246
-500
435
$6.25K ﹤0.01%
+150
436
$5.94K ﹤0.01%
215
437
$5.76K ﹤0.01%
750
438
$5.57K ﹤0.01%
+13
439
$5.1K ﹤0.01%
100
440
$5.04K ﹤0.01%
+69
441
$4.89K ﹤0.01%
30
442
$4.88K ﹤0.01%
100
443
$4.83K ﹤0.01%
67
444
$4.71K ﹤0.01%
150
445
$4.48K ﹤0.01%
+41
446
$4.48K ﹤0.01%
200
447
$4.4K ﹤0.01%
700
448
$4.31K ﹤0.01%
39
449
$4.28K ﹤0.01%
100
450
$4.19K ﹤0.01%
90
16 17
18
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