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
451
$1.99K ﹤0.01%
17
452
$1.83K ﹤0.01%
25
453
$1.5K ﹤0.01%
23
454
$1.3K ﹤0.01%
18
455
$1.14K ﹤0.01%
25
456
$951 ﹤0.01%
18
457
$949 ﹤0.01%
24
458
$917 ﹤0.01%
+34
459
$849 ﹤0.01%
23
460
$812 ﹤0.01%
3
461
$812 ﹤0.01%
68
-100
462
$780 ﹤0.01%
5
463
$727 ﹤0.01%
8
-21
464
$684 ﹤0.01%
15
465
$621 ﹤0.01%
75
466
$556 ﹤0.01%
9
467
$548 ﹤0.01%
50
468
$305 ﹤0.01%
87
469
$204 ﹤0.01%
200
470
$150 ﹤0.01%
50
471
$146 ﹤0.01%
5
472
– –
-30
473
– –
-250
474
– –
-110
475
– –
-44
16 17 18
19
20