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
$168M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$297K
3
+$287K
4
DE icon
Deere & Co
DE
+$282K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$265K

Top Sells

1
+$869K
2
+$600K
3
+$535K
4
AAPL icon
Apple
AAPL
+$263K
5
BP icon
BP
BP
+$234K

Sector Composition

1 Technology 12.21%
2 Consumer Discretionary 9.82%
3 Financials 8.15%
4 Healthcare 7.88%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.29%
4,740
+60
52
$489K 0.29%
10,482
53
$477K 0.28%
13,912
-732
54
$477K 0.28%
1,898
-125
55
$456K 0.27%
2,316
+150
56
$440K 0.26%
2,792
57
$423K 0.25%
4,212
+293
58
$407K 0.24%
10,952
-825
59
$405K 0.24%
10,271
-500
60
$399K 0.24%
4,889
61
$388K 0.23%
1,013
62
$386K 0.23%
1,996
-320
63
$385K 0.23%
4,861
64
$377K 0.23%
18,535
65
$375K 0.22%
2,799
66
$375K 0.22%
14,475
67
$353K 0.21%
7,162
-142
68
$351K 0.21%
16,313
-109
69
$339K 0.2%
+14,619
70
$331K 0.2%
4,192
71
$329K 0.2%
2,493
72
$321K 0.19%
3,148
+60
73
$315K 0.19%
6,134
74
$313K 0.19%
5,075
-225
75
$312K 0.19%
1,163
1 2
3
4 5