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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$760K
2
+$499K
3
+$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

1
+$525K
2
+$410K
3
+$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.68%
1,905
+15
27
$2.19M 0.67%
23,424
28
$2.16M 0.66%
8,932
-10
29
$2.11M 0.64%
34,222
-2,319
30
$2.06M 0.63%
13,830
31
$2.03M 0.62%
3,322
-11
32
$1.96M 0.6%
5,237
+675
33
$1.92M 0.58%
164,299
-6,000
34
$1.9M 0.58%
3,170
+52
35
$1.81M 0.55%
11,780
+195
36
$1.75M 0.53%
173,147
37
$1.75M 0.53%
8,573
38
$1.67M 0.51%
17,881
-298
39
$1.65M 0.5%
152,252
40
$1.62M 0.49%
6,668
41
$1.61M 0.49%
3,210
+20
42
$1.59M 0.48%
72,278
43
$1.49M 0.45%
4,031
+25
44
$1.47M 0.45%
129,000
-10,000
45
$1.45M 0.44%
12,837
-759
46
$1.44M 0.44%
144,560
-2,033
47
$1.38M 0.42%
2,418
+85
48
$1.35M 0.41%
4,456
-115
49
$1.34M 0.41%
3,547
50
$1.3M 0.4%
11,641
-45
1
2
3 4 5