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
26
$2.24M 0.77%
25,449
-1,578
27
$2.15M 0.73%
13,281
+2,096
28
$2.04M 0.7%
2,150
-223
29
$2.04M 0.7%
9,235
30
$2.03M 0.69%
3,524
+19
31
$1.87M 0.64%
15,961
-184
32
$1.82M 0.62%
172,492
+2,112
33
$1.82M 0.62%
14,730
34
$1.8M 0.61%
152,252
35
$1.79M 0.61%
3,391
-58
36
$1.72M 0.59%
2,928
37
$1.71M 0.58%
9,000
+1,371
38
$1.58M 0.54%
146,593
39
$1.55M 0.53%
18,528
-112
40
$1.54M 0.53%
5,100
-135
41
$1.52M 0.52%
3,113
-315
42
$1.51M 0.51%
4,543
+15
43
$1.46M 0.5%
3,178
44
$1.44M 0.49%
109,949
-40,505
45
$1.41M 0.48%
3,916
-280
46
$1.39M 0.48%
5,355
47
$1.37M 0.47%
6,792
+2,167
48
$1.35M 0.46%
72,278
49
$1.33M 0.45%
11,916
-300
50
$1.31M 0.45%
7,724
-568
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