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
451
$4.15K ﹤0.01%
370
452
$4.11K ﹤0.01%
55
453
$3.96K ﹤0.01%
+22
454
$3.78K ﹤0.01%
48
-28
455
$3.34K ﹤0.01%
110
456
$3.17K ﹤0.01%
+64
457
$3.12K ﹤0.01%
231
+16
458
$3.02K ﹤0.01%
72
-467
459
$2.97K ﹤0.01%
+28
460
$2.83K ﹤0.01%
65
461
$2.75K ﹤0.01%
750
462
$2.65K ﹤0.01%
61
463
$2.64K ﹤0.01%
187
464
$2.63K ﹤0.01%
+18
465
$2.62K ﹤0.01%
570
466
$2.4K ﹤0.01%
+76
467
$2.34K ﹤0.01%
17
468
$2.21K ﹤0.01%
+10
469
$1.97K ﹤0.01%
+11
470
$1.53K ﹤0.01%
34
471
$1.52K ﹤0.01%
51
472
$1.39K ﹤0.01%
+11
473
$1.36K ﹤0.01%
+9
474
$980 ﹤0.01%
25
475
$808 ﹤0.01%
23
16 17 18
19
20