ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
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
+$492K
2
+$421K
3
+$337K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$316K
5
AMZN icon
Amazon
AMZN
+$194K

Top Sells

1
+$623K
2
+$323K
3
+$261K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$210K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$204K

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
476
$262 ﹤0.01%
75
477
$257 ﹤0.01%
+5
478
$185 ﹤0.01%
87
479
$66 ﹤0.01%
11
480
$42 ﹤0.01%
5
481
– –
0
482
– –
-641
483
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-5,000
484
– –
-264
485
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-460
486
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-65
487
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-3,000
488
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-85
489
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-85
490
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-34
491
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-220
492
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-36
493
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-308
494
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-886
495
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-177
496
– –
-680
497
– –
-350
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