ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
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
276
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$0 ﹤0.01%
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$0 ﹤0.01%
1,000
290
$0 ﹤0.01%
100
291
$0 ﹤0.01%
600
8 9 10 11
12