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
326
$25.7K 0.01%
500
327
$25.4K 0.01%
750
+500
328
$25.3K 0.01%
335
+35
329
$25.1K 0.01%
310
+83
330
$24.2K 0.01%
237
331
$23.9K 0.01%
340
332
$23.9K 0.01%
124
333
$23.8K 0.01%
+175
334
$23.6K 0.01%
104
335
$23K 0.01%
375
336
$22.9K 0.01%
403
337
$22.6K 0.01%
301
338
$22.4K 0.01%
602
339
$22.3K 0.01%
21
340
$22.2K 0.01%
800
341
$22.1K 0.01%
100
342
$21K 0.01%
100
343
$21K 0.01%
70
344
$19.9K 0.01%
+35
345
$19.7K 0.01%
560
346
$19.4K 0.01%
125
347
$18.9K 0.01%
308
348
$18.2K 0.01%
125
349
$18.1K 0.01%
130
350
$17.9K 0.01%
562