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
101
$423K 0.17%
9,568
-458
102
$399K 0.16%
5,379
+353
103
$395K 0.16%
7,912
+348
104
$392K 0.16%
2,228
-895
105
$390K 0.16%
2,198
106
$387K 0.16%
6,134
107
$387K 0.16%
4,440
+54
108
$376K 0.15%
1,477
+43
109
$373K 0.15%
2,510
-215
110
$371K 0.15%
2,697
+168
111
$370K 0.15%
1,229
112
$369K 0.15%
1,524
-75
113
$365K 0.15%
4,215
+175
114
$356K 0.14%
739
+141
115
$349K 0.14%
1,765
116
$349K 0.14%
8,495
-696
117
$349K 0.14%
705
-40
118
$341K 0.14%
4,280
-2,680
119
$338K 0.14%
652
+33
120
$334K 0.13%
1,687
+178
121
$326K 0.13%
716
-156
122
$324K 0.13%
2,548
123
$322K 0.13%
7,664
-889
124
$321K 0.13%
2,830
125
$318K 0.13%
2,000
3 4
5
6 7