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
501
-900
502
-750
503
-23
504
-17
505
-238
506
-111
507
-2,091
508
-100
509
-145
510
-202