ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$733K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$399K
3 +$351K
4
AXP icon
American Express
AXP
+$294K
5
QCOM icon
Qualcomm
QCOM
+$166K

Top Sells

1 +$578K
2 +$479K
3 +$407K
4
VFC icon
VF Corp
VFC
+$365K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$332K

Sector Composition

1 Financials 10.71%
2 Healthcare 9.94%
3 Technology 9.51%
4 Consumer Discretionary 6.75%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,559