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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
301
$43.3K 0.01%
350
302
$42.8K 0.01%
1,315
303
$41.9K 0.01%
500
304
$41.5K 0.01%
870
305
$40.4K 0.01%
800
306
$39.2K 0.01%
475
307
$37.2K 0.01%
175
308
$36.7K 0.01%
1,210
309
$35.1K 0.01%
300
310
$34.5K 0.01%
340
311
$34.4K 0.01%
439
312
$34.2K 0.01%
+950
313
$34K 0.01%
902
314
$32.8K 0.01%
1,140
315
$32K 0.01%
1,300
316
$31.4K 0.01%
375
317
$30.9K 0.01%
165
318
$30.8K 0.01%
414
319
$30.7K 0.01%
318
320
$30.4K 0.01%
151
321
$29.9K 0.01%
1,616
322
$29.9K 0.01%
237
323
$29.1K 0.01%
675
-250
324
$29K 0.01%
8,350
325
$28.4K 0.01%
458