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
251
$74.3K 0.03%
293
252
$73.1K 0.02%
82
-195
253
$72.2K 0.02%
145
254
$71.5K 0.02%
1,322
255
$71.2K 0.02%
735
256
$71.1K 0.02%
1,889
-525
257
$68.9K 0.02%
647
258
$68.2K 0.02%
586
259
$67.8K 0.02%
206
-51
260
$66.9K 0.02%
1,577
261
$66.1K 0.02%
179
262
$65.1K 0.02%
185
263
$64.3K 0.02%
720
264
$64.1K 0.02%
567
265
$63.8K 0.02%
2,078
266
$62.6K 0.02%
676
+26
267
$60.9K 0.02%
100
268
$60.3K 0.02%
815
269
$60.1K 0.02%
2,034
270
$59.2K 0.02%
641
271
$57.8K 0.02%
847
+52
272
$57.6K 0.02%
554
273
$57.4K 0.02%
550
-550
274
$57.3K 0.02%
999
-250
275
$57.2K 0.02%
+2,012
9 10
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