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
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.23M
3
+$1.17M
4
KO icon
Coca-Cola
KO
+$1.14M
5
SYK icon
Stryker
SYK
+$1.14M

Top Sells

1
+$1.39M
2
+$1.12M
3
+$974K
4
PEP icon
PepsiCo
PEP
+$964K
5
CTSH icon
Cognizant
CTSH
+$943K

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
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-9,800
102
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-12,475
103
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-18,114
104
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-10,524
105
– –
-5,342
106
– –
-5,671
107
– –
-4,622
108
– –
-11,200
109
– –
-10,000
110
– –
-3,480
111
– –
-1,620
1 2 3 4
5