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
451
$2.45K ﹤0.01%
1,736
452
$2.43K ﹤0.01%
72
453
$2.37K ﹤0.01%
115
454
$2.34K ﹤0.01%
+15
455
$2.11K ﹤0.01%
20
456
$2.07K ﹤0.01%
257
+15
457
$2.04K ﹤0.01%
22
458
$2.01K ﹤0.01%
11
459
$1.94K ﹤0.01%
187
460
$1.92K ﹤0.01%
570
461
$1.86K ﹤0.01%
76
462
$1.79K ﹤0.01%
+50
463
$1.76K ﹤0.01%
215
464
$1.75K ﹤0.01%
10
465
$1.64K ﹤0.01%
17
-550
466
$1.56K ﹤0.01%
9
467
$1.43K ﹤0.01%
+12
468
$1.26K ﹤0.01%
+42
469
$1.15K ﹤0.01%
+10
470
$1.07K ﹤0.01%
25
471
$961 ﹤0.01%
+92
472
$896 ﹤0.01%
12
473
$687 ﹤0.01%
50
474
$607 ﹤0.01%
68
475
$593 ﹤0.01%
8
16 17 18
19
20