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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$941K
3
+$928K
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$926K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$924K

Top Sells

1
+$1.89M
2
+$582K
3
+$197K
4
AAPL icon
Apple
AAPL
+$124K
5
NKE icon
Nike
NKE
+$115K

Sector Composition

1 Technology 15.78%
2 Healthcare 9.1%
3 Financials 8.93%
4 Consumer Discretionary 8.69%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$107K 0.05%
2,143
202
$103K 0.05%
250
203
$102K 0.05%
202
204
$101K 0.05%
435
205
$99.8K 0.05%
3,758
206
$99.6K 0.05%
3,779
+260
207
$99.2K 0.04%
500
208
$97.9K 0.04%
1,743
209
$97.4K 0.04%
2,714
-375
210
$96.6K 0.04%
507
211
$96.3K 0.04%
1,282
212
$94.3K 0.04%
2,800
213
$93.4K 0.04%
3,330
214
$89.2K 0.04%
2,380
215
$86.3K 0.04%
3,162
-661
216
$86.2K 0.04%
482
-41
217
$86.2K 0.04%
756
-30
218
$86K 0.04%
1,389
+187
219
$86K 0.04%
5,063
220
$85.5K 0.04%
406
+20
221
$83.2K 0.04%
368
+40
222
$83.2K 0.04%
710
-880
223
$82.5K 0.04%
484
224
$81.7K 0.04%
1,490
225
$81.4K 0.04%
1,237
7 8
9
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