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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$760K
2
+$499K
3
+$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

1
+$525K
2
+$410K
3
+$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.03%
1,804
227
$106K 0.03%
1,702
228
$104K 0.03%
870
+50
229
$104K 0.03%
386
-20
230
$104K 0.03%
3,816
+2,069
231
$104K 0.03%
1,193
-332
232
$103K 0.03%
357
-78
233
$101K 0.03%
2,276
234
$99.2K 0.03%
2,610
235
$98.4K 0.03%
279
-11
236
$97.7K 0.03%
164
237
$96.4K 0.03%
1,100
238
$94.7K 0.03%
1,185
239
$91.3K 0.03%
497
240
$90.6K 0.03%
3,200
241
$88.8K 0.03%
1,649
242
$88.8K 0.03%
2,825
243
$88.7K 0.03%
575
244
$88.3K 0.03%
313
245
$87.2K 0.03%
1,848
246
$86.1K 0.03%
293
247
$84.5K 0.03%
2,012
248
$84.5K 0.03%
1,200
249
$83.7K 0.03%
1,322
250
$83.5K 0.03%
1,089
8 9
10
11 12