ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$4.73M
3
+$2.56M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$2.24M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.08M

Top Sells

1
+$252K
2
+$140K
3
+$113K
4
CVS icon
CVS Health
CVS
+$110K
5
LOW icon
Lowe's Companies
LOW
+$108K

Sector Composition

1 Technology 15.51%
2 Healthcare 9.6%
3 Consumer Discretionary 8.66%
4 Financials 8%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.5K 0.01%
+562
327
$16.5K 0.01%
+155
328
$16.1K 0.01%
+80
329
$15.6K 0.01%
+398
330
$15.4K 0.01%
+400
331
$15.1K 0.01%
+950
332
$15K 0.01%
+455
333
$15K 0.01%
+489
334
$14.7K 0.01%
+210
335
$14.5K 0.01%
+134
336
$14.2K 0.01%
+500
337
$14K 0.01%
+340
338
$13.4K 0.01%
+375
339
$12.9K 0.01%
+33
340
$12.4K 0.01%
+47
341
$12.3K 0.01%
+170
342
$12.1K 0.01%
+522
343
$12.1K 0.01%
+71
344
$12K 0.01%
+69
345
$12K 0.01%
+47
346
$11.6K 0.01%
+430
347
$11.1K 0.01%
+100
348
$11K 0.01%
+541
349
$10.8K 0.01%
+1,000
350
$10.6K 0.01%
+100
12 13
14
15 16