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
51
$1.31M 0.45%
7,841
+530
52
$1.28M 0.44%
4,215
-600
53
$1.24M 0.42%
5,990
+312
54
$1.23M 0.42%
15,200
+3,150
55
$1.19M 0.41%
76,638
56
$1.16M 0.4%
+3,547
57
$1.14M 0.39%
94,410
-3,708
58
$1.13M 0.38%
121,091
+1,475
59
$1.12M 0.38%
147,500
+1,781
60
$1.12M 0.38%
9,870
-100
61
$1.04M 0.36%
6,128
+2,377
62
$1.03M 0.35%
6,977
-426
63
$1.03M 0.35%
16,790
+40
64
$997K 0.34%
2,019
+195
65
$989K 0.34%
4,995
66
$977K 0.33%
2,546
+358
67
$939K 0.32%
11,107
-817
68
$921K 0.31%
7,871
-275
69
$883K 0.3%
10,596
-75
70
$871K 0.3%
6,449
+4,000
71
$847K 0.29%
23,000
72
$824K 0.28%
31,800
73
$802K 0.27%
9,072
-64
74
$796K 0.27%
6,986
+40
75
$786K 0.27%
62,500
1 2
3
4 5