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
$294M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$704K
3
+$702K
4
META icon
Meta Platforms (Facebook)
META
+$562K
5
JPM icon
JPMorgan Chase
JPM
+$473K

Top Sells

1
+$1.29M
2
+$1.2M
3
+$774K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$771K
5
AAPL icon
Apple
AAPL
+$615K

Sector Composition

1 Technology 21.27%
2 Financials 9.06%
3 Consumer Discretionary 8.52%
4 Healthcare 7.12%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.68%
11,320
-51
27
$1.99M 0.68%
1,940
-210
28
$1.96M 0.67%
11,695
-1,532
29
$1.92M 0.65%
14,730
30
$1.91M 0.65%
13,195
-86
31
$1.91M 0.65%
3,237
-287
32
$1.82M 0.62%
2,928
33
$1.8M 0.61%
3,342
-49
34
$1.77M 0.6%
175,690
+3,198
35
$1.68M 0.57%
18,600
+3,400
36
$1.68M 0.57%
15,611
-350
37
$1.65M 0.56%
152,252
38
$1.64M 0.56%
8,842
-158
39
$1.6M 0.54%
3,127
+14
40
$1.57M 0.53%
72,278
41
$1.52M 0.52%
146,593
42
$1.51M 0.51%
4,543
43
$1.44M 0.49%
7,931
+6,465
44
$1.43M 0.49%
3,153
-25
45
$1.43M 0.49%
5,355
46
$1.41M 0.48%
7,391
-450
47
$1.38M 0.47%
18,278
-250
48
$1.38M 0.47%
3,826
-90
49
$1.36M 0.46%
2,589
+570
50
$1.29M 0.44%
5,720
-270
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2
3 4 5