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
76
$781K 0.27%
26,500
77
$771K 0.26%
2,842
-40
78
$711K 0.24%
2,569
+7
79
$710K 0.24%
65,509
+997
80
$694K 0.24%
3,140
-45
81
$691K 0.24%
+1
82
$678K 0.23%
4,131
+620
83
$638K 0.22%
12,771
-2,640
84
$634K 0.22%
10,170
-550
85
$632K 0.22%
1,960
86
$627K 0.21%
12,109
-1,982
87
$619K 0.21%
3,546
88
$593K 0.2%
5,220
-40
89
$583K 0.2%
7,468
-100
90
$583K 0.2%
2,228
91
$574K 0.2%
3,571
+425
92
$567K 0.19%
3,990
-264
93
$565K 0.19%
4,721
94
$563K 0.19%
5,782
+1,995
95
$561K 0.19%
540
+70
96
$558K 0.19%
5,300
-93
97
$550K 0.19%
15,933
98
$540K 0.18%
5,267
-25
99
$531K 0.18%
4,388
100
$516K 0.18%
1,273
-415
2 3
4
5 6