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
$216M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$360K
3
+$281K
4
AMGN icon
Amgen
AMGN
+$266K
5
DE icon
Deere & Co
DE
+$240K

Top Sells

1
+$354K
2
+$298K
3
+$225K
4
CL icon
Colgate-Palmolive
CL
+$218K
5
AFL icon
Aflac
AFL
+$147K

Sector Composition

1 Financials 10.61%
2 Healthcare 8.4%
3 Technology 7.95%
4 Consumer Discretionary 6.26%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.36%
12,803
+1,525
52
$775K 0.36%
22,564
-18
53
$756K 0.35%
3,840
-60
54
$741K 0.34%
13,823
-732
55
$740K 0.34%
16,047
+1,383
56
$734K 0.34%
7,388
+385
57
$728K 0.34%
10,023
58
$725K 0.34%
18,929
-1,513
59
$706K 0.33%
10,478
-611
60
$706K 0.33%
24,069
+585
61
$695K 0.32%
3,994
+1,530
62
$678K 0.31%
9,008
-210
63
$678K 0.31%
4,384
-50
64
$614K 0.28%
11,740
+1,380
65
$595K 0.28%
2
66
$566K 0.26%
4,961
+497
67
$544K 0.25%
7,395
+410
68
$543K 0.25%
16,497
69
$529K 0.25%
7,405
-8
70
$525K 0.24%
3,200
-300
71
$522K 0.24%
11,387
+478
72
$516K 0.24%
6,387
-406
73
$506K 0.23%
7,175
-1,700
74
$498K 0.23%
1,562
-111
75
$483K 0.22%
17,190
+52
1 2
3
4 5