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
126
$371K 0.12%
1,560
127
$371K 0.12%
7,836
128
$370K 0.12%
4,067
-72
129
$365K 0.12%
1,278
130
$361K 0.12%
1,412
131
$347K 0.11%
2,604
132
$347K 0.11%
7,000
133
$340K 0.11%
625
+170
134
$338K 0.11%
7,995
135
$337K 0.11%
2,853
+291
136
$328K 0.11%
2,248
137
$327K 0.11%
2,000
138
$321K 0.11%
3,501
+150
139
$311K 0.1%
1,209
-9
140
$306K 0.1%
2,033
141
$301K 0.1%
4,248
+102
142
$297K 0.1%
2,810
+905
143
$289K 0.1%
615
-185
144
$287K 0.09%
5,110
-2,175
145
$277K 0.09%
1,170
146
$271K 0.09%
9,353
+152
147
$270K 0.09%
582
+103
148
$262K 0.09%
370
149
$257K 0.09%
13,000
150
$252K 0.08%
1,208
4 5
6
7 8