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
$193M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$225K
3
+$66.3K
4
CVX icon
Chevron
CVX
+$63.6K
5
NKE icon
Nike
NKE
+$48.3K

Top Sells

1
+$280K
2
+$231K
3
+$221K
4
ZBH icon
Zimmer Biomet
ZBH
+$213K
5
LH icon
Labcorp
LH
+$204K

Sector Composition

1 Financials 10.74%
2 Healthcare 8.2%
3 Technology 7.92%
4 Consumer Discretionary 6.28%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.89%
14,535
+540
27
$1.71M 0.89%
10,775
-42
28
$1.62M 0.84%
22,770
-80
29
$1.61M 0.84%
14,022
+175
30
$1.6M 0.83%
45,948
-400
31
$1.52M 0.79%
19,234
32
$1.49M 0.77%
12,940
+350
33
$1.45M 0.75%
11,878
-100
34
$1.41M 0.73%
22,718
-558
35
$1.41M 0.73%
12,280
36
$1.35M 0.7%
22,175
37
$1.3M 0.68%
20,791
+90
38
$1.15M 0.6%
7,059
+85
39
$1.07M 0.56%
14,626
-180
40
$1.04M 0.54%
15,099
41
$1.02M 0.53%
6,562
+35
42
$949K 0.49%
11,302
+476
43
$931K 0.48%
13,000
-150
44
$910K 0.47%
28,312
-501
45
$847K 0.44%
10,240
+225
46
$842K 0.44%
16,388
47
$819K 0.42%
14,625
-700
48
$789K 0.41%
10,731
-84
49
$778K 0.4%
26,044
-540
50
$757K 0.39%
12,952
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