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
151
$246K 0.08%
1,670
152
$246K 0.08%
500
153
$245K 0.08%
13,000
154
$244K 0.08%
2,784
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155
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156
$236K 0.08%
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157
$231K 0.08%
2,139
158
$231K 0.08%
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-168
159
$230K 0.08%
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160
$227K 0.08%
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161
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7,694
162
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163
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164
$221K 0.08%
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-831
165
$219K 0.07%
680
166
$217K 0.07%
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167
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168
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169
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170
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171
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397
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173
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277
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174
$195K 0.07%
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175
$190K 0.06%
1,338
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