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
26
$1.98M 0.8%
5,416
-85
27
$1.93M 0.78%
11,872
-535
28
$1.81M 0.73%
11,417
-290
29
$1.79M 0.72%
14,730
30
$1.75M 0.71%
15,089
-1,419
31
$1.7M 0.69%
3,544
+80
32
$1.68M 0.68%
170,380
33
$1.67M 0.67%
152,252
34
$1.59M 0.64%
154,093
35
$1.57M 0.63%
19,700
-670
36
$1.56M 0.63%
7,426
37
$1.54M 0.62%
2,928
38
$1.53M 0.62%
2,907
-58
39
$1.52M 0.61%
4,251
+895
40
$1.5M 0.61%
8,580
+208
41
$1.44M 0.58%
5,080
-55
42
$1.41M 0.57%
4,987
-175
43
$1.37M 0.55%
7,629
44
$1.28M 0.51%
5,355
45
$1.26M 0.51%
72,278
46
$1.25M 0.5%
2,971
-18
47
$1.17M 0.47%
10,730
48
$1.17M 0.47%
5,678
+115
49
$1.15M 0.46%
7,283
-359
50
$1.14M 0.46%
98,118
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