ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
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
+$1.22M
2
+$755K
3
+$749K
4
META icon
Meta Platforms (Facebook)
META
+$563K
5
JPM icon
JPMorgan Chase
JPM
+$460K

Top Sells

1
+$1.32M
2
+$1.21M
3
+$862K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$713K
5
MSFT icon
Microsoft
MSFT
+$591K

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
– –
-1,258
502
– –
-110
503
– –
-250
504
– –
-150
505
– –
-260
506
– –
-61
507
– –
-1,085
508
– –
-10,000
509
– –
-700
510
– –
-40,000
17 18 19 20
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