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
451
$2.65K ﹤0.01%
65
452
$2.44K ﹤0.01%
61
453
$2.24K ﹤0.01%
18
454
$2.13K ﹤0.01%
76
455
$2.11K ﹤0.01%
187
456
$2.1K ﹤0.01%
242
+11
457
$1.96K ﹤0.01%
11
458
$1.89K ﹤0.01%
+20
459
$1.87K ﹤0.01%
10
460
$1.63K ﹤0.01%
34
461
$1.48K ﹤0.01%
+22
462
$1.44K ﹤0.01%
9
463
$1.42K ﹤0.01%
11
464
$1.41K ﹤0.01%
51
465
$1.4K ﹤0.01%
570
466
$1.24K ﹤0.01%
+115
467
$1.14K ﹤0.01%
+460
468
$1.1K ﹤0.01%
+12
469
$930 ﹤0.01%
25
470
$847 ﹤0.01%
68
471
$720 ﹤0.01%
+65
472
$719 ﹤0.01%
10
473
$665 ﹤0.01%
50
-320
474
$645 ﹤0.01%
+220
475
$626 ﹤0.01%
18
17 18
19
20 21