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
$248M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$841K
3
+$685K
4
AMZN icon
Amazon
AMZN
+$597K
5
COST icon
Costco
COST
+$427K

Top Sells

1
+$853K
2
+$214K
3
+$182K
4
XOM icon
Exxon Mobil
XOM
+$165K
5
TSLA icon
Tesla
TSLA
+$157K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.01%
3 Consumer Discretionary 8.82%
4 Financials 8.8%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.46%
7,447
+754
52
$1.09M 0.44%
12,708
-150
53
$1.04M 0.42%
3,323
54
$1.03M 0.41%
145,719
55
$1.02M 0.41%
119,616
56
$997K 0.4%
77,738
-1,200
57
$964K 0.39%
16,750
58
$912K 0.37%
4,995
59
$912K 0.37%
8,251
+305
60
$909K 0.37%
62,500
61
$904K 0.36%
31,800
62
$898K 0.36%
7,897
-255
63
$870K 0.35%
9,257
-352
64
$866K 0.35%
95,932
65
$859K 0.35%
26,500
66
$851K 0.34%
15,686
-158
67
$822K 0.33%
1,630
-1,690
68
$820K 0.33%
6,703
-104
69
$799K 0.32%
3,875
-525
70
$774K 0.31%
23,000
71
$772K 0.31%
12,084
+120
72
$756K 0.3%
2,197
73
$741K 0.3%
1,931
-91
74
$740K 0.3%
9,407
-275
75
$730K 0.29%
12,135
-300
1 2
3
4 5