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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
326
$27.2K 0.01%
491
327
$27K 0.01%
35
328
$26.8K 0.01%
+317
329
$26.8K 0.01%
42
-25
330
$26.6K 0.01%
124
331
$26.5K 0.01%
2,150
332
$26.4K 0.01%
602
333
$26.2K 0.01%
125
334
$25.9K 0.01%
150
335
$25.7K 0.01%
400
336
$25.6K 0.01%
153
-384
337
$25.4K 0.01%
1,200
338
$25.1K 0.01%
207
339
$25.1K 0.01%
130
340
$24.7K 0.01%
100
341
$24.4K 0.01%
461
342
$23.5K 0.01%
560
343
$21.9K 0.01%
73
344
$21.9K 0.01%
260
+135
345
$20.7K 0.01%
605
346
$20.2K 0.01%
227
-83
347
$20.2K 0.01%
515
-4,595
348
$20K 0.01%
238
-67
349
$19.6K 0.01%
760
350
$19.5K 0.01%
104
12 13
14
15 16