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
$175M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$385K
2 +$210K
3 +$202K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$163K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$108K

Top Sells

1 +$899K
2 +$857K
3 +$835K
4
HAL icon
Halliburton
HAL
+$653K
5
CVX icon
Chevron
CVX
+$596K

Sector Composition

1 Financials 9.44%
2 Healthcare 9.39%
3 Technology 8.41%
4 Consumer Discretionary 7.16%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,181
102
-1,803
103
-665
104
-1,904
105
-1,349
106
-2,679
107
-2,685
108
-7,313