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
451
$1.99K ﹤0.01%
17
452
$1.83K ﹤0.01%
25
453
$1.5K ﹤0.01%
23
454
$1.3K ﹤0.01%
18
455
$1.14K ﹤0.01%
25
456
$951 ﹤0.01%
18
457
$949 ﹤0.01%
24
458
$917 ﹤0.01%
+34
459
$849 ﹤0.01%
23
460
$812 ﹤0.01%
68
-100
461
$812 ﹤0.01%
3
462
$780 ﹤0.01%
5
463
$727 ﹤0.01%
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$684 ﹤0.01%
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$621 ﹤0.01%
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466
$556 ﹤0.01%
9
467
$548 ﹤0.01%
50
468
$305 ﹤0.01%
87
469
$204 ﹤0.01%
200
470
$150 ﹤0.01%
50
471
$146 ﹤0.01%
5
472
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-125
473
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-2
474
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-950
475
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-12
16 17 18
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