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
301
$43.4K 0.01%
150
-100
302
$43.1K 0.01%
235
303
$42.2K 0.01%
491
304
$39.2K 0.01%
514
305
$37.8K 0.01%
300
306
$37.5K 0.01%
1,616
307
$37.4K 0.01%
834
308
$36.1K 0.01%
1,210
309
$36K 0.01%
902
310
$35.3K 0.01%
1,300
311
$35.2K 0.01%
870
312
$35.1K 0.01%
414
313
$34.5K 0.01%
439
314
$32.7K 0.01%
267
-105
315
$32.3K 0.01%
384
316
$32.2K 0.01%
800
317
$32.1K 0.01%
151
+28
318
$30K 0.01%
886
319
$28.8K 0.01%
359
320
$27.9K 0.01%
165
+15
321
$27.5K 0.01%
400
322
$27.1K 0.01%
73
323
$26.6K 0.01%
150
324
$26.6K 0.01%
2,850
325
$26.2K 0.01%
350
11 12
13
14 15