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
$161M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$879K
2
+$574K
3
+$267K
4
UPS icon
United Parcel Service
UPS
+$260K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$247K

Top Sells

1
+$810K
2
+$622K
3
+$518K
4
AAPL icon
Apple
AAPL
+$436K
5
FI icon
Fiserv
FI
+$332K

Sector Composition

1 Financials 12%
2 Technology 10.57%
3 Healthcare 10.5%
4 Consumer Discretionary 7.39%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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