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
176
$182K 0.06%
1,999
-200
177
$182K 0.06%
4,024
178
$181K 0.06%
1,838
-340
179
$181K 0.06%
796
180
$181K 0.06%
1,822
+813
181
$180K 0.06%
912
-70
182
$179K 0.06%
715
183
$179K 0.06%
3,050
184
$176K 0.06%
1,190
185
$174K 0.06%
3,270
186
$174K 0.06%
1,720
+11
187
$172K 0.06%
1,338
188
$171K 0.06%
554
+119
189
$165K 0.05%
15,213
+513
190
$165K 0.05%
2,890
191
$164K 0.05%
894
-456
192
$164K 0.05%
6,410
193
$163K 0.05%
465
194
$160K 0.05%
1,453
195
$160K 0.05%
609
196
$156K 0.05%
688
197
$151K 0.05%
827
198
$150K 0.05%
17,316
199
$145K 0.05%
2,000
200
$145K 0.05%
2,774
-105
6 7
8
9 10