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
201
$118K 0.05%
1,128
+1,028
202
$117K 0.05%
180
203
$117K 0.05%
507
204
$116K 0.05%
250
205
$115K 0.05%
1,990
+500
206
$113K 0.05%
1,804
+1,100
207
$112K 0.05%
202
208
$112K 0.05%
5,150
-289
209
$110K 0.04%
3,779
210
$109K 0.04%
+1,100
211
$109K 0.04%
435
212
$108K 0.04%
1,282
213
$107K 0.04%
2,143
214
$105K 0.04%
+1,964
215
$105K 0.04%
1,933
-983
216
$104K 0.04%
3,330
217
$102K 0.04%
1,743
218
$102K 0.04%
2,714
219
$100K 0.04%
574
+90
220
$99.4K 0.04%
1,089
+117
221
$97.3K 0.04%
2,250
222
$95.7K 0.04%
+1,677
223
$95.2K 0.04%
756
224
$94.7K 0.04%
1,200
225
$94.5K 0.04%
2,244
+226
7 8
9
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