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
176
$158K 0.06%
3,155
177
$158K 0.06%
3,140
178
$155K 0.06%
4,097
+1,297
179
$154K 0.06%
8,761
+173
180
$153K 0.06%
5,063
181
$152K 0.06%
715
182
$152K 0.06%
12,425
183
$151K 0.06%
3,473
184
$149K 0.06%
6,410
185
$148K 0.06%
2,060
+496
186
$144K 0.06%
659
187
$143K 0.06%
395
188
$142K 0.06%
14,000
189
$140K 0.06%
3,071
190
$137K 0.06%
2,652
191
$137K 0.06%
4,937
+1,179
192
$130K 0.05%
1,053
193
$128K 0.05%
+681
194
$126K 0.05%
1,341
+121
195
$126K 0.05%
6,203
196
$126K 0.05%
1,797
-805
197
$123K 0.05%
465
-150
198
$123K 0.05%
2,000
199
$119K 0.05%
985
200
$118K 0.05%
799
-73
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