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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.18M
3
+$3.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.07%
2 Technology 13.47%
3 Healthcare 10.03%
4 Energy 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.25%
+13,607
27
$1.51M 1.25%
+16,800
28
$1.5M 1.24%
+17,316
29
$1.46M 1.21%
+25,020
30
$1.46M 1.21%
+23,937
31
$1.44M 1.19%
+22,187
32
$1.42M 1.18%
+27,655
33
$1.42M 1.18%
+28,938
34
$1.41M 1.17%
+56,416
35
$1.37M 1.13%
+23,371
36
$1.35M 1.12%
+27,850
37
$1.33M 1.1%
+33,125
38
$1.28M 1.06%
+30,961
39
$1.21M 1%
+17,422
40
$1.2M 0.99%
+33,267
41
$1.2M 0.99%
+26,687
42
$1.19M 0.99%
+12,789
43
$1.14M 0.94%
+13,873
44
$1.12M 0.93%
+35,258
45
$1.1M 0.91%
+11,121
46
$1.08M 0.89%
+14,910
47
$978K 0.81%
+11,372
48
$929K 0.77%
+38,334
49
$907K 0.75%
+10,571
50
$903K 0.75%
+18,118
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