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
$173M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$857K
5
GE icon
GE Aerospace
GE
+$551K

Top Sells

1
+$1.83M
2
+$1.47M
3
+$1.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$916K
5
KEY icon
KeyCorp
KEY
+$205K

Sector Composition

1 Financials 11.61%
2 Technology 10.42%
3 Healthcare 10.33%
4 Energy 8.06%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
40,000
102
– –
-14,374
103
– –
-24,507
104
– –
-41,435
1 2 3 4
5