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
$199M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$456K
2 +$317K
3 +$263K
4
KMB icon
Kimberly-Clark
KMB
+$252K
5
MO icon
Altria Group
MO
+$231K

Top Sells

1 +$434K
2 +$304K
3 +$151K
4
FI icon
Fiserv
FI
+$135K
5
SRCE icon
1st Source
SRCE
+$78.2K

Sector Composition

1 Healthcare 8.7%
2 Financials 8.28%
3 Technology 7.64%
4 Consumer Discretionary 6.6%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.1%
+4,505
102
$150K 0.08%
10,000
103
$77K 0.04%
1
104
$29K 0.01%
10,000
105
$19K 0.01%
40,000
106
-4,540