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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.88M
3
+$1.35M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
PEP icon
PepsiCo
PEP
+$960K

Top Sells

1
+$1.88M
2
+$1.48M
3
+$1.35M
4
APD icon
Air Products & Chemicals
APD
+$1.19M
5
MRK icon
Merck
MRK
+$1.19M

Sector Composition

1 Financials 8.9%
2 Healthcare 8.56%
3 Technology 8.24%
4 Consumer Discretionary 7.2%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-21,500
102
– –
-7,313
103
– –
-2,935
104
– –
-6,789
105
– –
-1,964
106
– –
-10,317
107
– –
-19,827
108
– –
-8,912
109
– –
-10,191
110
– –
-21,881
111
– –
-1,803
112
– –
-19,585
113
– –
-3,181
1 2 3 4
5