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
$165M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$303K
3
+$203K
4
XOM icon
Exxon Mobil
XOM
+$202K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$377K
2
+$281K
3
+$267K
4
O icon
Realty Income
O
+$266K
5
CRM icon
Salesforce
CRM
+$227K

Sector Composition

1 Technology 11.31%
2 Healthcare 9.73%
3 Financials 8.08%
4 Consumer Discretionary 8.03%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.29%
4,195
-200
52
$466K 0.28%
2,069
53
$449K 0.27%
2,779
-150
54
$448K 0.27%
1,927
55
$447K 0.27%
3,012
+175
56
$446K 0.27%
7,345
-643
57
$443K 0.27%
3,323
58
$438K 0.27%
5,070
59
$430K 0.26%
16,125
60
$415K 0.25%
3,495
-133
61
$412K 0.25%
6,134
62
$405K 0.25%
1,214
+125
63
$389K 0.24%
2,882
-379
64
$380K 0.23%
4,410
-1,475
65
$359K 0.22%
13,924
-168
66
$354K 0.21%
4,386
67
$348K 0.21%
900
68
$345K 0.21%
4,301
69
$343K 0.21%
8,563
-315
70
$341K 0.21%
1,624
+75
71
$316K 0.19%
625
72
$312K 0.19%
6,765
73
$311K 0.19%
1,722
-5
74
$305K 0.19%
5,450
-450
75
$303K 0.18%
+3,767
1 2
3
4 5