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
$176M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$134K
3
+$84.6K
4
ABT icon
Abbott
ABT
+$82.6K
5
J icon
Jacobs Solutions
J
+$51.2K

Top Sells

1
+$175K
2
+$134K
3
+$130K
4
EMC
EMC CORPORATION
EMC
+$124K
5
PM icon
Philip Morris
PM
+$116K

Sector Composition

1 Financials 10.95%
2 Technology 10.69%
3 Healthcare 9.06%
4 Industrials 7.38%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
260
227
$7K ﹤0.01%
500
228
$7K ﹤0.01%
105
229
$7K ﹤0.01%
325
230
$7K ﹤0.01%
150
231
$6K ﹤0.01%
155
-1,000
232
$6K ﹤0.01%
170
233
$6K ﹤0.01%
240
234
$6K ﹤0.01%
1,500
235
$5K ﹤0.01%
175
236
$5K ﹤0.01%
100
237
$5K ﹤0.01%
100
-1,085
238
$5K ﹤0.01%
+100
239
$5K ﹤0.01%
203
240
$5K ﹤0.01%
63
241
$5K ﹤0.01%
200
242
$4K ﹤0.01%
281
243
$4K ﹤0.01%
114
244
$4K ﹤0.01%
162
245
$4K ﹤0.01%
30
246
$4K ﹤0.01%
118
247
$4K ﹤0.01%
130
-520
248
$4K ﹤0.01%
64
249
$4K ﹤0.01%
100
250
$4K ﹤0.01%
100
8 9
10
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