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
126
$316K 0.13%
10,000
127
$312K 0.13%
3,197
-118
128
$308K 0.12%
7,995
129
$306K 0.12%
1,278
130
$295K 0.12%
1,292
131
$291K 0.12%
5,015
132
$291K 0.12%
4,750
-533
133
$289K 0.12%
6,885
134
$287K 0.12%
3,145
135
$281K 0.11%
6,851
+6,172
136
$273K 0.11%
1,311
-146
137
$271K 0.11%
2,050
138
$265K 0.11%
6,353
139
$251K 0.1%
2,566
-126
140
$249K 0.1%
3,397
141
$240K 0.1%
10,000
142
$238K 0.1%
1,208
143
$235K 0.09%
1,142
+90
144
$233K 0.09%
1,670
145
$230K 0.09%
13,000
146
$228K 0.09%
8,119
147
$216K 0.09%
2,015
-74
148
$214K 0.09%
1,526
149
$214K 0.09%
2,880
-104
150
$208K 0.08%
1,773
4 5
6
7 8