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
$294M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$755K
3
+$749K
4
META icon
Meta Platforms (Facebook)
META
+$563K
5
JPM icon
JPMorgan Chase
JPM
+$460K

Top Sells

1
+$1.32M
2
+$1.21M
3
+$862K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$713K
5
MSFT icon
Microsoft
MSFT
+$591K

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
376
$13.8K ﹤0.01%
489
377
$13.5K ﹤0.01%
43
378
$13.4K ﹤0.01%
48
379
$13.2K ﹤0.01%
85
380
$13K ﹤0.01%
25
+3
381
$13K ﹤0.01%
58
-575
382
$12.4K ﹤0.01%
585
383
$12.3K ﹤0.01%
400
384
$11.8K ﹤0.01%
99
385
$11.6K ﹤0.01%
276
386
$11.5K ﹤0.01%
76
387
$11.4K ﹤0.01%
9
388
$11.4K ﹤0.01%
150
389
$11.3K ﹤0.01%
81
390
$11.2K ﹤0.01%
58
391
$11.2K ﹤0.01%
120
392
$11.2K ﹤0.01%
2,150
-2,000
393
$11.1K ﹤0.01%
16
394
$10.8K ﹤0.01%
36
395
$10.6K ﹤0.01%
+20
396
$10.6K ﹤0.01%
177
397
$10.6K ﹤0.01%
104
398
$10.2K ﹤0.01%
75
399
$9.9K ﹤0.01%
33
400
$9.75K ﹤0.01%
145
14 15
16
17 18