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
51
$1.18M 0.39%
6,668
-295
52
$1.12M 0.37%
3,538
+520
53
$1.12M 0.37%
3,839
-385
54
$1.12M 0.37%
2,554
+8
55
$1.1M 0.36%
3,769
-86
56
$1.09M 0.36%
98,527
+527
57
$1.06M 0.35%
126,438
+808
58
$1.06M 0.35%
16,750
59
$1.03M 0.34%
14,869
+174
60
$1.03M 0.34%
97,655
+495
61
$1.02M 0.34%
4,995
62
$1M 0.33%
152,522
+768
63
$987K 0.33%
6,892
-405
64
$977K 0.32%
3,313
+153
65
$945K 0.31%
6,945
66
$939K 0.31%
7,114
-317
67
$921K 0.3%
23,000
68
$903K 0.3%
10,596
69
$894K 0.3%
5,615
-501
70
$876K 0.29%
2,745
71
$856K 0.28%
6,449
72
$841K 0.28%
7,677
-808
73
$833K 0.28%
31,800
74
$829K 0.27%
62,500
75
$826K 0.27%
7,554
-432
1 2
3
4 5