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
$294M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$704K
3
+$702K
4
META icon
Meta Platforms (Facebook)
META
+$562K
5
JPM icon
JPMorgan Chase
JPM
+$473K

Top Sells

1
+$1.29M
2
+$1.2M
3
+$774K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$771K
5
AAPL icon
Apple
AAPL
+$615K

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
51
$1.28M 0.44%
111,533
+1,584
52
$1.24M 0.42%
3,063
+835
53
$1.21M 0.41%
11,686
-230
54
$1.19M 0.4%
3,547
55
$1.17M 0.4%
4,040
-175
56
$1.13M 0.39%
4,294
-806
57
$1.13M 0.38%
7,431
-293
58
$1.08M 0.37%
123,303
+2,212
59
$1.05M 0.36%
149,520
+2,020
60
$1.04M 0.36%
2,546
61
$1.04M 0.36%
14,560
+3,453
62
$1.04M 0.35%
95,726
+1,316
63
$1.03M 0.35%
9,660
-210
64
$1.03M 0.35%
7,092
+115
65
$978K 0.33%
4,995
66
$940K 0.32%
6,116
-12
67
$931K 0.32%
16,790
68
$896K 0.31%
55,638
-21,000
69
$894K 0.3%
7,759
-112
70
$870K 0.3%
7,695
+709
71
$869K 0.3%
23,000
72
$861K 0.29%
10,596
73
$847K 0.29%
6,449
74
$820K 0.28%
2,762
-80
75
$742K 0.25%
2,569
1 2
3
4 5