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
76
$727K 0.29%
1,769
-76
77
$696K 0.28%
11,460
+975
78
$694K 0.28%
5,260
+133
79
$674K 0.27%
64,512
80
$660K 0.27%
4,053
81
$641K 0.26%
7,898
-400
82
$634K 0.26%
2,562
83
$612K 0.25%
3,205
-135
84
$592K 0.24%
15,983
-142
85
$578K 0.23%
2,537
86
$557K 0.22%
1,960
87
$557K 0.22%
4,743
-66
88
$555K 0.22%
3,280
89
$536K 0.22%
11,401
+1,935
90
$527K 0.21%
2,028
91
$519K 0.21%
3,954
92
$484K 0.2%
4,652
93
$478K 0.19%
470
94
$475K 0.19%
1,070
+74
95
$470K 0.19%
16,934
+400
96
$457K 0.18%
5,307
97
$448K 0.18%
2,646
-50
98
$427K 0.17%
1,591
99
$427K 0.17%
2,210
-55
100
$423K 0.17%
1,461
-30
2 3
4
5 6