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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$941K
3
+$928K
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$926K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$924K

Top Sells

1
+$1.89M
2
+$582K
3
+$197K
4
AAPL icon
Apple
AAPL
+$124K
5
NKE icon
Nike
NKE
+$115K

Sector Composition

1 Technology 15.78%
2 Healthcare 9.1%
3 Financials 8.93%
4 Consumer Discretionary 8.69%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.83%
11,707
-145
27
$1.82M 0.82%
12,407
-254
28
$1.78M 0.8%
11,484
29
$1.71M 0.77%
14,730
30
$1.69M 0.76%
170,380
31
$1.65M 0.75%
16,508
-919
32
$1.65M 0.75%
152,252
33
$1.63M 0.73%
5,501
+224
34
$1.56M 0.7%
154,093
35
$1.53M 0.69%
20,370
36
$1.53M 0.69%
5,162
-190
37
$1.51M 0.68%
3,464
-113
38
$1.49M 0.67%
7,426
39
$1.42M 0.64%
8,372
-353
40
$1.42M 0.64%
2,928
41
$1.42M 0.64%
2,965
-61
42
$1.33M 0.6%
5,135
-200
43
$1.26M 0.57%
7,629
44
$1.22M 0.55%
72,278
45
$1.19M 0.54%
10,730
46
$1.17M 0.53%
5,563
+50
47
$1.16M 0.52%
5,355
48
$1.14M 0.51%
7,642
-273
49
$1.13M 0.51%
78,938
-3,800
50
$1.1M 0.5%
98,118
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