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
276
$57.1K 0.02%
2,287
+37
277
$56.3K 0.02%
610
278
$56.1K 0.02%
250
-72
279
$56K 0.02%
300
-145
280
$56K 0.02%
239
281
$53.7K 0.02%
800
282
$53K 0.02%
1,011
283
$52.6K 0.02%
1,159
+23
284
$52K 0.02%
2,264
285
$51.6K 0.02%
500
286
$50.1K 0.02%
1,014
-800
287
$48.7K 0.02%
500
288
$48.6K 0.02%
245
289
$48.5K 0.02%
383
290
$48.1K 0.02%
392
+192
291
$48K 0.02%
417
292
$47.7K 0.02%
1,747
-1,040
293
$47.2K 0.02%
934
294
$46.3K 0.02%
230
295
$46K 0.02%
1,147
-213
296
$45.6K 0.02%
265
297
$45.5K 0.02%
4,500
298
$45.3K 0.02%
350
299
$44.6K 0.02%
681
300
$44.3K 0.02%
1,601
10 11
12
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