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
176
$187K 0.06%
8,496
-250
177
$186K 0.06%
2,060
178
$182K 0.06%
3,974
-619
179
$182K 0.06%
5,063
180
$181K 0.06%
5,237
181
$181K 0.06%
6,410
182
$180K 0.06%
11,220
183
$178K 0.06%
421
184
$176K 0.06%
3,270
185
$170K 0.06%
715
186
$166K 0.06%
1,190
187
$165K 0.06%
633
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188
$164K 0.06%
8,119
189
$156K 0.05%
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190
$155K 0.05%
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191
$153K 0.05%
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192
$153K 0.05%
2,890
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193
$153K 0.05%
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194
$152K 0.05%
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195
$152K 0.05%
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196
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197
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198
$144K 0.05%
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199
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2,450
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200
$140K 0.05%
1,796
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