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
101
$498K 0.17%
4,652
102
$493K 0.17%
49,432
-31,500
103
$492K 0.17%
10,290
+4,227
104
$489K 0.17%
5,083
-200
105
$489K 0.17%
16,881
-53
106
$484K 0.16%
1,624
+100
107
$465K 0.16%
796
108
$465K 0.16%
2,596
109
$461K 0.16%
1,747
+998
110
$458K 0.16%
960
+710
111
$457K 0.16%
6,134
112
$443K 0.15%
1,061
-503
113
$439K 0.15%
5,327
+96
114
$419K 0.14%
1,700
115
$415K 0.14%
+5,300
116
$414K 0.14%
1,581
117
$400K 0.14%
4,440
118
$380K 0.13%
4,139
119
$375K 0.13%
8,185
-310
120
$374K 0.13%
33,566
121
$362K 0.12%
6,793
-1,797
122
$359K 0.12%
1,560
-132
123
$352K 0.12%
+7,000
124
$351K 0.12%
1,412
-65
125
$346K 0.12%
2,758
+2,641
3 4
5
6 7