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
76
$378K 0.17%
2,761
+82
77
$377K 0.17%
1,484
+110
78
$376K 0.17%
4,902
79
$353K 0.16%
5,962
80
$343K 0.16%
965
81
$339K 0.16%
+675
82
$330K 0.15%
3,722
83
$314K 0.15%
6,028
84
$311K 0.14%
2,655
85
$303K 0.14%
585
+30
86
$287K 0.13%
4,003
-21
87
$284K 0.13%
3,059
88
$283K 0.13%
1,611
89
$282K 0.13%
13,600
90
$265K 0.12%
980
91
$261K 0.12%
1,909
92
$260K 0.12%
6,309
-603
93
$251K 0.12%
2,389
-175
94
$246K 0.11%
3,069
95
$244K 0.11%
838
96
$241K 0.11%
1,957
-21
97
$241K 0.11%
+825
98
$217K 0.1%
+1,900
99
$208K 0.1%
+2,438
100
$207K 0.1%
+3,072
1 2 3
4
5