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
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
– –
-85
483
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-85
484
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-3,000
485
– –
-65
486
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-460
487
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-264
488
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-680
489
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-177
490
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-886
491
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-308
492
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-36
493
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-220
494
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-34
495
– –
-5,000
496
– –
-641
497
– –
-350
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