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
201
$144K 0.05%
1,623
202
$144K 0.05%
435
-15
203
$143K 0.05%
940
204
$142K 0.05%
3,071
205
$142K 0.05%
180
206
$136K 0.04%
507
207
$131K 0.04%
6,203
208
$127K 0.04%
1,525
+122
209
$126K 0.04%
1,613
210
$124K 0.04%
5,063
211
$121K 0.04%
1,625
212
$118K 0.04%
2,282
+500
213
$117K 0.04%
1,743
214
$116K 0.04%
1,275
215
$115K 0.04%
1,702
216
$113K 0.04%
300
217
$112K 0.04%
290
+60
218
$112K 0.04%
406
219
$111K 0.04%
1,933
220
$110K 0.04%
820
221
$109K 0.04%
2,143
222
$108K 0.04%
1,185
223
$107K 0.04%
1,521
224
$106K 0.04%
200
-6
225
$106K 0.04%
1,100
7 8
9
10 11