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
$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
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102
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103
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104
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105
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-6,789
106
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107
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-10,317
108
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-19,827
109
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-8,912
110
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-10,191
111
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-21,881
112
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-19,585
113
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-3,181
1 2 3 4
5