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
126
$343K 0.12%
2,198
127
$342K 0.12%
6,885
128
$341K 0.12%
10,000
129
$340K 0.12%
653
130
$336K 0.11%
1,278
131
$327K 0.11%
3,351
+206
132
$327K 0.11%
5,780
133
$325K 0.11%
556
-150
134
$325K 0.11%
7,995
135
$317K 0.11%
1,158
+74
136
$310K 0.11%
2,000
137
$306K 0.1%
1,290
-2
138
$302K 0.1%
7,600
+500
139
$297K 0.1%
4,136
-313
140
$281K 0.1%
2,568
141
$278K 0.1%
1,818
+19
142
$274K 0.09%
1,128
143
$273K 0.09%
982
+222
144
$272K 0.09%
525
-75
145
$268K 0.09%
2,033
146
$266K 0.09%
2,193
-1,225
147
$256K 0.09%
1,945
148
$251K 0.09%
1,466
+138
149
$250K 0.09%
1,208
150
$248K 0.08%
2,147
4 5
6
7 8