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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$760K
2
+$499K
3
+$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

1
+$525K
2
+$410K
3
+$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.39%
3,754
-85
52
$1.28M 0.39%
3,870
+1,170
53
$1.22M 0.37%
15,324
54
$1.22M 0.37%
6,164
+95
55
$1.17M 0.36%
2,628
-910
56
$1.15M 0.35%
98,527
57
$1.13M 0.34%
16,750
58
$1.1M 0.34%
14,619
-250
59
$1.08M 0.33%
4,995
60
$1.08M 0.33%
3,544
-225
61
$1.07M 0.33%
97,655
62
$1.06M 0.32%
120,438
-6,000
63
$1.03M 0.31%
150,686
-1,836
64
$1.02M 0.31%
6,592
-300
65
$994K 0.3%
23,000
66
$963K 0.29%
6,855
-259
67
$947K 0.29%
10,596
68
$934K 0.28%
5,615
69
$934K 0.28%
3,310
-3
70
$930K 0.28%
6,945
71
$919K 0.28%
31,800
72
$916K 0.28%
6,449
73
$912K 0.28%
2,745
74
$892K 0.27%
7,507
-47
75
$869K 0.26%
62,500
1 2
3
4 5