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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
76
$855K 0.26%
2,569
77
$822K 0.25%
26,500
78
$754K 0.23%
1
79
$726K 0.22%
9,500
80
$716K 0.22%
3,516
-475
81
$702K 0.21%
67,913
82
$696K 0.21%
6,244
-1,433
83
$672K 0.2%
3,601
84
$654K 0.2%
10,018
85
$651K 0.2%
4,721
86
$650K 0.2%
5,782
+731
87
$643K 0.2%
3,525
+635
88
$630K 0.19%
17,754
+1,500
89
$620K 0.19%
38,700
90
$618K 0.19%
8,869
+95
91
$615K 0.19%
7,468
92
$602K 0.18%
3,571
93
$597K 0.18%
1,473
+200
94
$583K 0.18%
2,065
95
$579K 0.18%
13,670
96
$557K 0.17%
585
+25
97
$553K 0.17%
10,204
98
$551K 0.17%
10,685
+2,849
99
$545K 0.17%
12,085
100
$528K 0.16%
5,578
2 3
4
5 6