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
$248M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$772K
3
+$626K
4
AMZN icon
Amazon
AMZN
+$553K
5
COST icon
Costco
COST
+$416K

Top Sells

1
+$969K
2
+$205K
3
+$193K
4
TSLA icon
Tesla
TSLA
+$175K
5
V icon
Visa
V
+$152K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.01%
3 Consumer Discretionary 8.82%
4 Financials 8.8%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.3K ﹤0.01%
300
-300
377
$10.9K ﹤0.01%
297
378
$10.8K ﹤0.01%
120
379
$10.7K ﹤0.01%
58
380
$10.6K ﹤0.01%
134
381
$10.3K ﹤0.01%
+47
382
$10.2K ﹤0.01%
200
-100
383
$10.2K ﹤0.01%
541
384
$10K ﹤0.01%
33
385
$9.96K ﹤0.01%
122
386
$9.87K ﹤0.01%
150
387
$9.8K ﹤0.01%
+75
388
$9.74K ﹤0.01%
+250
389
$9.51K ﹤0.01%
244
390
$9.46K ﹤0.01%
81
391
$9.37K ﹤0.01%
58
392
$9.37K ﹤0.01%
250
393
$9.2K ﹤0.01%
423
394
$9.07K ﹤0.01%
61
395
$9.01K ﹤0.01%
155
396
$8.97K ﹤0.01%
560
397
$8.9K ﹤0.01%
163
398
$8.88K ﹤0.01%
145
399
$8.72K ﹤0.01%
150
400
$8.7K ﹤0.01%
+716
14 15
16
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