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
26
$1.98M 0.66%
1,890
-30
27
$1.97M 0.65%
12,918
-277
28
$1.94M 0.64%
2,928
29
$1.93M 0.64%
8,942
-273
30
$1.92M 0.64%
170,299
31
$1.89M 0.63%
3,333
-9
32
$1.85M 0.61%
11,585
+225
33
$1.77M 0.58%
13,830
-900
34
$1.72M 0.57%
3,118
+61
35
$1.67M 0.55%
8,573
-104
36
$1.64M 0.54%
173,147
+1,147
37
$1.63M 0.54%
4,562
38
$1.63M 0.54%
18,179
-19
39
$1.58M 0.52%
4,006
+45
40
$1.57M 0.52%
152,252
41
$1.55M 0.51%
3,190
+25
42
$1.54M 0.51%
72,278
43
$1.52M 0.5%
139,000
44
$1.47M 0.48%
13,596
-1,885
45
$1.42M 0.47%
146,593
46
$1.33M 0.44%
5,720
47
$1.31M 0.43%
2,333
+64
48
$1.28M 0.42%
4,571
-784
49
$1.24M 0.41%
3,547
50
$1.23M 0.41%
11,686
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