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
$176M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$141K
3
+$87.4K
4
ABT icon
Abbott
ABT
+$85.9K
5
TSCO icon
Tractor Supply
TSCO
+$54.5K

Top Sells

1
+$175K
2
+$140K
3
+$134K
4
EMC
EMC CORPORATION
EMC
+$128K
5
CPB icon
Campbell Soup
CPB
+$116K

Sector Composition

1 Financials 10.95%
2 Technology 10.69%
3 Healthcare 9.06%
4 Industrials 7.38%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.97%
53,206
-2,250
27
$1.61M 0.92%
11,181
+15
28
$1.6M 0.91%
21,283
-280
29
$1.59M 0.9%
40,328
+1,310
30
$1.55M 0.88%
21,647
-135
31
$1.54M 0.88%
61,393
-5,105
32
$1.53M 0.87%
43,445
-15
33
$1.46M 0.83%
20,455
+715
34
$1.41M 0.8%
25,150
-560
35
$1.35M 0.77%
32,720
-690
36
$1.34M 0.77%
12,997
+184
37
$1.3M 0.74%
14,938
-1,328
38
$1.2M 0.68%
25,151
-781
39
$1.2M 0.68%
25,652
-780
40
$1.2M 0.68%
26,356
+495
41
$1.14M 0.65%
13,693
42
$1.12M 0.64%
27,767
-2,000
43
$1.1M 0.63%
11,540
-15
44
$1.09M 0.62%
20,861
+1,034
45
$1.09M 0.62%
17,612
-416
46
$1.02M 0.58%
9,730
+315
47
$993K 0.57%
13,220
-30
48
$953K 0.54%
10,406
49
$921K 0.52%
31,694
50
$880K 0.5%
21,855
+225
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2
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