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
151
$207K 0.08%
2,302
-136
152
$205K 0.08%
4,577
+153
153
$203K 0.08%
1,428
+148
154
$198K 0.08%
2,047
-108
155
$197K 0.08%
6,765
156
$195K 0.08%
781
157
$195K 0.08%
680
158
$194K 0.08%
3,209
159
$193K 0.08%
1,570
160
$190K 0.08%
2,146
-358
161
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1,721
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162
$190K 0.08%
475
163
$189K 0.08%
758
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164
$188K 0.08%
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165
$186K 0.08%
2,662
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166
$176K 0.07%
11,220
167
$175K 0.07%
1,353
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168
$171K 0.07%
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169
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739
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170
$170K 0.07%
7,156
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171
$169K 0.07%
3,270
172
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421
173
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672
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174
$165K 0.07%
1,190
175
$163K 0.07%
1,473
5 6
7
8 9