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
426
$5.62K ﹤0.01%
+100
427
$5.5K ﹤0.01%
+101
428
$5.45K ﹤0.01%
13
429
$5.38K ﹤0.01%
100
430
$5.33K ﹤0.01%
69
431
$5.17K ﹤0.01%
+23
432
$4.88K ﹤0.01%
350
433
$4.87K ﹤0.01%
30
434
$4.63K ﹤0.01%
200
435
$4.61K ﹤0.01%
39
436
$4.5K ﹤0.01%
700
437
$4.24K ﹤0.01%
55
438
$4.08K ﹤0.01%
41
439
$3.96K ﹤0.01%
90
440
$3.83K ﹤0.01%
+48
441
$3.83K ﹤0.01%
215
442
$3.8K ﹤0.01%
+45
443
$3.75K ﹤0.01%
+20
444
$3.71K ﹤0.01%
48
445
$3.45K ﹤0.01%
+60
446
$3.29K ﹤0.01%
22
447
$3.28K ﹤0.01%
64
448
$2.96K ﹤0.01%
+41
449
$2.95K ﹤0.01%
28
450
$2.76K ﹤0.01%
72
16 17
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