We are live on ! Find out more
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
251
$81K 0.02%
711
252
$78.5K 0.02%
1,557
-725
253
$77.8K 0.02%
600
254
$77.7K 0.02%
558
255
$76.6K 0.02%
330
256
$75.5K 0.02%
179
257
$75.2K 0.02%
4,500
258
$74.1K 0.02%
1,124
259
$73.2K 0.02%
390
260
$72K 0.02%
1,599
261
$71.4K 0.02%
586
262
$70.6K 0.02%
145
263
$70.4K 0.02%
720
264
$70.1K 0.02%
2,034
265
$67.9K 0.02%
+1,728
266
$67.7K 0.02%
610
267
$66.7K 0.02%
392
268
$66.6K 0.02%
982
269
$65.5K 0.02%
239
270
$64.7K 0.02%
2,078
271
$64.2K 0.02%
800
272
$63.6K 0.02%
2,250
-37
273
$63.4K 0.02%
815
274
$61.8K 0.02%
676
275
$60.3K 0.02%
500
9 10
11
12 13