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
351
$17.7K 0.01%
605
352
$17.6K 0.01%
92
353
$17.4K 0.01%
42
354
$17.1K 0.01%
1,000
355
$16.9K 0.01%
216
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356
$16.8K 0.01%
500
357
$16K 0.01%
549
358
$16K 0.01%
47
359
$15.8K 0.01%
160
-159
360
$15.8K 0.01%
8,350
-9,000
361
$15.8K 0.01%
260
362
$15.6K 0.01%
201
363
$15.3K 0.01%
232
364
$15.1K 0.01%
53
365
$15.1K 0.01%
170
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366
$14.9K 0.01%
150
367
$14.9K 0.01%
613
368
$14.8K 0.01%
263
369
$14.6K 0.01%
423
370
$14.3K ﹤0.01%
760
371
$14.2K ﹤0.01%
190
372
$14.1K ﹤0.01%
111
+50
373
$13.9K ﹤0.01%
170
374
$13.9K ﹤0.01%
128
-138
375
$13.8K ﹤0.01%
149
-58
13 14
15
16 17