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
$216M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$341K
3
+$339K
4
AMT icon
American Tower
AMT
+$241K
5
NUE icon
Nucor
NUE
+$217K

Top Sells

1
+$278K
2
+$218K
3
+$201K
4
GD icon
General Dynamics
GD
+$177K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$171K

Sector Composition

1 Technology 12.52%
2 Consumer Discretionary 9.38%
3 Financials 8.2%
4 Healthcare 7.95%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.76%
12,121
+69
27
$1.61M 0.75%
6,017
-10
28
$1.37M 0.63%
9,748
-485
29
$1.36M 0.63%
22,968
-690
30
$1.33M 0.61%
14,207
-100
31
$1.27M 0.59%
20,434
-660
32
$1.15M 0.53%
5,529
-105
33
$1.12M 0.52%
5,955
+1,809
34
$1.05M 0.48%
2,522
+1
35
$1.02M 0.47%
7,020
36
$1.01M 0.47%
9,763
-1,430
37
$1.01M 0.46%
17,230
-670
38
$979K 0.45%
3,662
39
$940K 0.43%
18,090
-771
40
$920K 0.43%
3,078
-150
41
$912K 0.42%
7,768
-200
42
$862K 0.4%
4,716
-52
43
$817K 0.38%
1,763
44
$806K 0.37%
3,864
-850
45
$801K 0.37%
10,198
-125
46
$798K 0.37%
2,265
+195
47
$786K 0.36%
3,906
-200
48
$763K 0.35%
7,046
-250
49
$749K 0.35%
14,539
-100
50
$702K 0.32%
3,396
+50
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2
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