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
$165M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$303K
3
+$203K
4
XOM icon
Exxon Mobil
XOM
+$202K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$377K
2
+$281K
3
+$267K
4
O icon
Realty Income
O
+$266K
5
CRM icon
Salesforce
CRM
+$227K

Sector Composition

1 Technology 11.31%
2 Healthcare 9.73%
3 Financials 8.08%
4 Consumer Discretionary 8.03%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.72%
2,150
-95
27
$1.06M 0.64%
24,187
-8,609
28
$1.03M 0.63%
13,203
-165
29
$1.03M 0.63%
12,406
-864
30
$969K 0.59%
5,804
+165
31
$932K 0.57%
9,768
+50
32
$903K 0.55%
9,574
-485
33
$898K 0.55%
15,970
-730
34
$845K 0.51%
8,733
-832
35
$813K 0.49%
1,789
36
$808K 0.49%
3,028
-37
37
$784K 0.48%
3,694
38
$748K 0.45%
3,691
+29
39
$733K 0.45%
10,373
+250
40
$717K 0.44%
59,040
+600
41
$693K 0.42%
2,512
+40
42
$657K 0.4%
6,828
+8
43
$643K 0.39%
3,916
+438
44
$642K 0.39%
16,912
+54
45
$632K 0.38%
2,383
+100
46
$612K 0.37%
4,511
-1,498
47
$568K 0.34%
13,134
-900
48
$566K 0.34%
6,599
-320
49
$555K 0.34%
+13,752
50
$484K 0.29%
5,624
+507
1
2
3 4 5