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
$294M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$704K
3
+$702K
4
META icon
Meta Platforms (Facebook)
META
+$562K
5
JPM icon
JPMorgan Chase
JPM
+$473K

Top Sells

1
+$1.29M
2
+$1.2M
3
+$774K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$771K
5
AAPL icon
Apple
AAPL
+$615K

Sector Composition

1 Technology 21.27%
2 Financials 9.06%
3 Consumer Discretionary 8.52%
4 Healthcare 7.12%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98.9K 0.03%
1,407
-389
227
$97.8K 0.03%
1,009
228
$96.2K 0.03%
2,276
229
$95.3K 0.03%
1,521
230
$94.8K 0.03%
300
231
$94.4K 0.03%
1,275
232
$94.3K 0.03%
406
233
$93.4K 0.03%
164
234
$91.5K 0.03%
400
235
$91.1K 0.03%
1,804
236
$90.8K 0.03%
3,330
237
$89.1K 0.03%
1,848
238
$89K 0.03%
1,900
239
$87.7K 0.03%
3,200
240
$87.1K 0.03%
1,200
241
$86.5K 0.03%
313
242
$83.8K 0.03%
1,580
-145
243
$82K 0.03%
1,349
244
$81.9K 0.03%
1,569
-157
245
$81.1K 0.03%
2,610
246
$79.7K 0.03%
1,649
-161
247
$76.8K 0.03%
558
248
$75.9K 0.03%
330
249
$75.8K 0.03%
575
-56
250
$75K 0.03%
600
8 9
10
11 12