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
$191M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$215K
3 +$17.2K
4
PG icon
Procter & Gamble
PG
+$670

Top Sells

1 +$241K
2 +$222K
3 +$213K
4
PM icon
Philip Morris
PM
+$185K
5
AAPL icon
Apple
AAPL
+$114K

Sector Composition

1 Financials 10.31%
2 Healthcare 9.7%
3 Technology 9.65%
4 Consumer Discretionary 6.8%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,570
102
-5,662