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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
401
$8.91K ﹤0.01%
155
402
$8.83K ﹤0.01%
560
403
$8.15K ﹤0.01%
127
404
$7.98K ﹤0.01%
250
405
$7.89K ﹤0.01%
74
406
$7.72K ﹤0.01%
+313
407
$7.29K ﹤0.01%
33
408
$7.19K ﹤0.01%
23
409
$7.14K ﹤0.01%
72
410
$6.48K ﹤0.01%
33
411
$6.4K ﹤0.01%
14
412
$6.39K ﹤0.01%
40
-25
413
$6.23K ﹤0.01%
350
414
$6.1K ﹤0.01%
69
415
$5.99K ﹤0.01%
82
-150
416
$5.59K ﹤0.01%
13
417
$5.33K ﹤0.01%
234
418
$5.32K ﹤0.01%
55
419
$4.96K ﹤0.01%
541
420
$4.64K ﹤0.01%
100
421
$4.48K ﹤0.01%
+300
422
$4.22K ﹤0.01%
41
423
$4.21K ﹤0.01%
59
424
$4.2K ﹤0.01%
200
425
$4K ﹤0.01%
48