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
426
$6.11K ﹤0.01%
142
+65
427
$5.89K ﹤0.01%
14
428
$5.33K ﹤0.01%
+232
429
$5.31K ﹤0.01%
13
430
$4.68K ﹤0.01%
100
431
$4.58K ﹤0.01%
350
432
$4.48K ﹤0.01%
55
433
$4.42K ﹤0.01%
200
434
$4.32K ﹤0.01%
59
-2
435
$4.17K ﹤0.01%
41
436
$4.05K ﹤0.01%
750
-78
437
$3.99K ﹤0.01%
41
438
$3.91K ﹤0.01%
48
439
$3.79K ﹤0.01%
45
440
$3.78K ﹤0.01%
48
441
$3.68K ﹤0.01%
+424
442
$3.67K ﹤0.01%
20
443
$3.6K ﹤0.01%
30
444
$3.58K ﹤0.01%
90
445
$3.24K ﹤0.01%
22
446
$2.62K ﹤0.01%
700
447
$2.54K ﹤0.01%
61
448
$2.51K ﹤0.01%
20
449
$2.5K ﹤0.01%
18
450
$2.5K ﹤0.01%
65
16 17
18
19 20