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
$168M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$297K
3
+$287K
4
DE icon
Deere & Co
DE
+$282K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$265K

Top Sells

1
+$869K
2
+$600K
3
+$535K
4
AAPL icon
Apple
AAPL
+$263K
5
BP icon
BP
BP
+$234K

Sector Composition

1 Technology 12.21%
2 Consumer Discretionary 9.82%
3 Financials 8.15%
4 Healthcare 7.88%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.71%
11,000
+250
27
$1.18M 0.7%
17,012
-960
28
$1.07M 0.64%
12,196
29
$1.06M 0.63%
6,418
-600
30
$968K 0.58%
95,938
31
$864K 0.52%
24,802
+2
32
$854K 0.51%
2,866
-100
33
$809K 0.48%
22,245
-1,300
34
$796K 0.48%
3,818
-324
35
$785K 0.47%
13,438
-295
36
$775K 0.46%
14,969
-1,560
37
$770K 0.46%
4,658
-425
38
$763K 0.46%
5,515
-140
39
$709K 0.42%
9,848
-895
40
$702K 0.42%
2,527
41
$702K 0.42%
11,042
-430
42
$672K 0.4%
3,158
-55
43
$663K 0.4%
5,700
-36
44
$634K 0.38%
5,388
-1,202
45
$606K 0.36%
9,748
-175
46
$539K 0.32%
39,800
-3,200
47
$537K 0.32%
3,220
-200
48
$535K 0.32%
2,105
49
$507K 0.3%
3,398
-200
50
$498K 0.3%
6,780
-600
1
2
3 4 5