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
151
$251K 0.08%
1,200
-5
152
$249K 0.08%
1,668
153
$249K 0.08%
1,968
154
$249K 0.08%
797
+43
155
$243K 0.08%
5,613
+534
156
$241K 0.08%
5,686
+488
157
$241K 0.08%
619
158
$239K 0.08%
7,694
159
$236K 0.08%
1,769
160
$234K 0.08%
858
-300
161
$232K 0.08%
1,670
162
$232K 0.08%
1,945
163
$232K 0.08%
2,525
+465
164
$229K 0.08%
3,209
165
$221K 0.07%
3,003
166
$216K 0.07%
1,841
167
$215K 0.07%
1,958
168
$214K 0.07%
11,796
169
$211K 0.07%
5,237
170
$208K 0.07%
1,608
171
$199K 0.07%
1,366
172
$196K 0.06%
1,394
173
$194K 0.06%
8,119
174
$191K 0.06%
2,334
175
$186K 0.06%
421
5 6
7
8 9