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
401
$9.27K ﹤0.01%
81
402
$8.82K ﹤0.01%
541
403
$8.75K ﹤0.01%
155
404
$8.6K ﹤0.01%
+133
405
$8.4K ﹤0.01%
250
406
$8.3K ﹤0.01%
105
-390
407
$8.28K ﹤0.01%
127
408
$8.27K ﹤0.01%
13
-21
409
$8.05K ﹤0.01%
20
410
$8.01K ﹤0.01%
100
411
$7.88K ﹤0.01%
93
412
$7.68K ﹤0.01%
177
+77
413
$7.59K ﹤0.01%
560
414
$7.58K ﹤0.01%
100
415
$7.54K ﹤0.01%
74
416
$7.47K ﹤0.01%
750
417
$7.4K ﹤0.01%
67
418
$7.3K ﹤0.01%
75
419
$6.88K ﹤0.01%
45
420
$6.68K ﹤0.01%
72
421
$6.66K ﹤0.01%
33
422
$6.51K ﹤0.01%
108
423
$6.47K ﹤0.01%
+14
424
$6.14K ﹤0.01%
1,736
425
$5.67K ﹤0.01%
246