ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.18M
3
+$940K
4
UPS icon
United Parcel Service
UPS
+$828K
5
GILD icon
Gilead Sciences
GILD
+$792K

Top Sells

1
+$1.15M
2
+$1.13M
3
+$1.06M
4
OII icon
Oceaneering
OII
+$1.05M
5
KMB icon
Kimberly-Clark
KMB
+$1M

Sector Composition

1 Technology 10.47%
2 Financials 10.32%
3 Healthcare 8.71%
4 Consumer Discretionary 7.23%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
+344
227
$10K 0.01%
+223
228
$10K 0.01%
+70
229
$9K 0.01%
+364
230
$9K 0.01%
+232
231
$9K 0.01%
+1,500
232
$9K 0.01%
+200
233
$7K ﹤0.01%
+500
234
$7K ﹤0.01%
+105
235
$7K ﹤0.01%
+260
236
$7K ﹤0.01%
+150
237
$6K ﹤0.01%
+200
238
$6K ﹤0.01%
+77
239
$6K ﹤0.01%
+170
240
$6K ﹤0.01%
+117
241
$6K ﹤0.01%
+325
242
$6K ﹤0.01%
+100
243
$6K ﹤0.01%
+342
244
$6K ﹤0.01%
+150
245
$6K ﹤0.01%
+240
246
$5K ﹤0.01%
+175
247
$5K ﹤0.01%
+203
248
$5K ﹤0.01%
+63
249
$5K ﹤0.01%
+200
250
$4K ﹤0.01%
+118
8 9
10
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