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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.18M
3
+$3.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.07%
2 Technology 13.47%
3 Healthcare 10.03%
4 Energy 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$902K 0.75%
+19,791
52
$826K 0.68%
+31,061
53
$770K 0.64%
+9,825
54
$744K 0.62%
+21,753
55
$703K 0.58%
+8,300
56
$630K 0.52%
+13,865
57
$618K 0.51%
+23,085
58
$592K 0.49%
+24,330
59
$569K 0.47%
+7,933
60
$544K 0.45%
+6,600
61
$512K 0.42%
+11,452
62
$474K 0.39%
+5,185
63
$435K 0.36%
+3,654
64
$435K 0.36%
+4,221
65
$433K 0.36%
+6,287
66
$430K 0.36%
+16,334
67
$413K 0.34%
+11,934
68
$400K 0.33%
+6,540
69
$395K 0.33%
+6,528
70
$357K 0.3%
+10,246
71
$356K 0.29%
+6,134
72
$347K 0.29%
+7,860
73
$337K 0.28%
+2
74
$330K 0.27%
+7,976
75
$316K 0.26%
+13,157
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3
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