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
476
$805 ﹤0.01%
+900
477
$789 ﹤0.01%
68
478
$773 ﹤0.01%
9
479
$751 ﹤0.01%
8
480
$751 ﹤0.01%
10
481
$638 ﹤0.01%
+18
482
$586 ﹤0.01%
+128
483
$567 ﹤0.01%
+14
484
$509 ﹤0.01%
75
485
$348 ﹤0.01%
87
486
$106 ﹤0.01%
5
487
$46 ﹤0.01%
200
488
– –
-50
489
– –
-1,000
490
– –
-1,190
491
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-23
492
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-12,425
493
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-1,190
494
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-455
495
– –
-65
496
– –
-500
497
– –
-1,300
498
– –
-140
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