ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+2.29%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$294M
AUM Growth
+$294M
(+0.2%)
Cap. Flow
-$2.54M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
510
New
23
Increased
65
Reduced
85
Closed
27
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$1.31M |
| 2 |
Eli Lilly
LLY
|
$704K |
| 3 |
Oracle
ORCL
|
$702K |
| 4 |
Meta Platforms (Facebook)
META
|
$562K |
| 5 |
JPMorgan Chase
JPM
|
$473K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.29M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.2M |
| 3 |
Applied Materials
AMAT
|
$774K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$771K |
| 5 |
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% |
