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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
$248M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$772K
3
+$626K
4
AMZN icon
Amazon
AMZN
+$553K
5
COST icon
Costco
COST
+$416K

Top Sells

1
+$969K
2
+$205K
3
+$193K
4
TSLA icon
Tesla
TSLA
+$175K
5
V icon
Visa
V
+$152K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.01%
3 Consumer Discretionary 8.82%
4 Financials 8.8%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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477
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-5
478
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479
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480
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481
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482
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483
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-87
484
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485
– –
-1,554
486
– –
-2,526
487
– –
-1,530
488
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-250
489
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-230
490
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-12
491
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-30
16 17 18 19
20