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
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$341K
3
+$339K
4
AMT icon
American Tower
AMT
+$241K
5
NUE icon
Nucor
NUE
+$217K

Top Sells

1
+$278K
2
+$218K
3
+$201K
4
GD icon
General Dynamics
GD
+$177K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$171K

Sector Composition

1 Technology 12.52%
2 Consumer Discretionary 9.38%
3 Financials 8.2%
4 Healthcare 7.95%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.31%
10,979
+213
52
$637K 0.29%
2,752
53
$628K 0.29%
2,929
+4
54
$606K 0.28%
16,125
55
$586K 0.27%
1,927
56
$574K 0.27%
3,323
57
$563K 0.26%
8,878
58
$555K 0.26%
6,134
59
$530K 0.24%
3,241
60
$516K 0.24%
3,858
-398
61
$501K 0.23%
8,018
62
$499K 0.23%
4,301
+64
63
$480K 0.22%
1,857
-25
64
$476K 0.22%
5,350
65
$474K 0.22%
9,834
66
$465K 0.21%
2,069
67
$454K 0.21%
4,386
-20
68
$448K 0.21%
1,817
-75
69
$409K 0.19%
2,756
-358
70
$405K 0.19%
6,765
71
$403K 0.19%
12,035
72
$402K 0.19%
1,171
73
$399K 0.18%
8,318
-175
74
$394K 0.18%
1,322
75
$383K 0.18%
6,825
-100
1 2
3
4 5