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
76
$817K 0.27%
3,991
-3,355
77
$782K 0.26%
2,569
78
$765K 0.25%
26,500
79
$744K 0.25%
2,700
-640
80
$729K 0.24%
1
81
$701K 0.23%
9,959
+8,960
82
$672K 0.22%
67,913
+354
83
$655K 0.22%
3,571
84
$636K 0.21%
3,601
+55
85
$623K 0.21%
8,774
-200
86
$622K 0.21%
9,500
87
$621K 0.21%
10,018
-42
88
$607K 0.2%
4,721
89
$595K 0.2%
38,700
90
$583K 0.19%
560
91
$581K 0.19%
1,143
+21
92
$577K 0.19%
2,065
+105
93
$566K 0.19%
7,468
94
$562K 0.19%
4,530
+20
95
$559K 0.19%
12,085
+476
96
$530K 0.18%
16,254
-150
97
$524K 0.17%
5,051
98
$505K 0.17%
10,204
-81
99
$501K 0.17%
5,578
100
$497K 0.16%
4,652
2 3
4
5 6