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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
276
$59.9K 0.02%
500
277
$58.9K 0.02%
1,711
278
$57.2K 0.02%
490
279
$57.1K 0.02%
300
280
$55.6K 0.02%
+522
281
$54.5K 0.02%
383
282
$54.5K 0.02%
554
283
$54.3K 0.02%
417
284
$53.8K 0.02%
1,126
285
$53.2K 0.02%
706
286
$52.9K 0.02%
100
287
$52.8K 0.02%
230
288
$52.3K 0.02%
2,264
289
$52.2K 0.02%
681
290
$51.1K 0.02%
245
291
$50.6K 0.02%
847
292
$50.3K 0.02%
1,065
293
$48.9K 0.01%
350
294
$48.3K 0.01%
150
295
$47.9K 0.01%
934
296
$47.7K 0.01%
1,215
-915
297
$47.6K 0.01%
500
298
$46.9K 0.01%
255
299
$46.8K 0.01%
417
300
$45.6K 0.01%
185
10 11
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