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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
451
$1.15K ﹤0.01%
12
-50
452
$935 ﹤0.01%
25
453
$792 ﹤0.01%
80
+12
454
$734 ﹤0.01%
50
455
$605 ﹤0.01%
+31
456
$235 ﹤0.01%
87
457
$142 ﹤0.01%
75
458
$133 ﹤0.01%
11
459
$77 ﹤0.01%
5
460
– –
0
461
– –
-105
462
– –
-12
463
– –
-92
464
– –
-19
465
– –
-39
466
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-42
467
– –
-20
468
– –
-12
469
– –
-20
470
– –
-125
471
– –
-400
472
– –
-76
473
– –
-120
474
– –
-41
475
– –
-50
16 17 18
19
20