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
76
$736K 0.25%
3,175
+2,005
77
$685K 0.23%
12,109
78
$681K 0.23%
1
79
$678K 0.23%
66,515
+1,006
80
$668K 0.23%
3,040
-100
81
$668K 0.23%
8,829
-243
82
$665K 0.23%
31,800
83
$634K 0.22%
10,170
84
$600K 0.2%
3,546
85
$597K 0.2%
26,500
86
$578K 0.2%
62,500
87
$571K 0.19%
7,468
88
$569K 0.19%
540
89
$562K 0.19%
5,663
+363
90
$555K 0.19%
4,721
91
$544K 0.19%
4,883
-200
92
$541K 0.18%
4,563
+175
93
$532K 0.18%
3,571
94
$529K 0.18%
16,404
+471
95
$526K 0.18%
5,288
+68
96
$511K 0.17%
1,960
97
$495K 0.17%
1,273
98
$494K 0.17%
9,500
+7,500
99
$489K 0.17%
3,705
-285
100
$485K 0.17%
4,652
2 3
4
5 6