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
101
$493K 0.16%
3,629
-76
102
$489K 0.16%
1,747
103
$467K 0.15%
1,273
104
$463K 0.15%
5,780
105
$461K 0.15%
4,292
-170
106
$458K 0.15%
1,622
107
$449K 0.15%
13,670
108
$444K 0.15%
4,990
-84
109
$436K 0.14%
2,401
-43
110
$434K 0.14%
6,253
111
$429K 0.14%
6,885
112
$424K 0.14%
5,274
-53
113
$422K 0.14%
1,706
+125
114
$420K 0.14%
5,311
+23
115
$420K 0.14%
1,378
116
$414K 0.14%
6,134
117
$410K 0.14%
5,300
118
$404K 0.13%
16,661
+391
119
$394K 0.13%
2,890
+1,200
120
$391K 0.13%
1,700
121
$389K 0.13%
8,056
-25
122
$387K 0.13%
4,440
123
$381K 0.13%
3,200
124
$372K 0.12%
2,758
125
$372K 0.12%
10,000
3 4
5
6 7