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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.18M
3
+$3.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.07%
2 Technology 13.47%
3 Healthcare 10.03%
4 Energy 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.24%
+25,796
77
$265K 0.22%
+10,692
78
$258K 0.21%
+4,186
79
$244K 0.2%
+4,470
80
$234K 0.19%
+2,028
81
$233K 0.19%
+4,500
82
$232K 0.19%
+6,635
83
$221K 0.18%
+2,855
84
$217K 0.18%
+10,000
85
$214K 0.18%
+3,238
86
$207K 0.17%
+4,584
87
$206K 0.17%
+6,043
88
$206K 0.17%
+1,838
89
$205K 0.17%
+11,950
90
$204K 0.17%
+1,880
91
$202K 0.17%
+4,420
92
$201K 0.17%
+1,962
93
$38K 0.03%
+10,000
94
$19K 0.02%
+40,000
1 2 3
4