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
201
$140K 0.05%
1,341
202
$136K 0.05%
3,259
203
$136K 0.05%
+609
204
$136K 0.05%
5,797
-2,201
205
$135K 0.05%
2,000
206
$132K 0.04%
1,782
-215
207
$127K 0.04%
1,625
+450
208
$125K 0.04%
1,308
+26
209
$124K 0.04%
1,613
-2,064
210
$123K 0.04%
900
-294
211
$123K 0.04%
1,933
212
$122K 0.04%
1,662
-1,000
213
$120K 0.04%
435
214
$119K 0.04%
688
215
$119K 0.04%
576
216
$119K 0.04%
507
217
$118K 0.04%
581
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218
$115K 0.04%
1,100
219
$115K 0.04%
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220
$113K 0.04%
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221
$112K 0.04%
180
222
$110K 0.04%
1,743
223
$108K 0.04%
+2,600
224
$108K 0.04%
1,804
225
$107K 0.04%
1,848
7 8
9
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