ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+1.31%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$210M
AUM Growth
+$210M
(-2.5%)
Cap. Flow
-$7.68M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
138
New
3
Increased
18
Reduced
73
Closed
8
Top Buys
| 1 |
Horizon Bancorp
HBNC
|
$490K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$264K |
| 3 |
Dollar Tree
DLTR
|
$240K |
| 4 |
Amazon
AMZN
|
$214K |
| 5 |
Visa
V
|
$80.2K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$585K |
| 2 |
PepsiCo
PEP
|
$433K |
| 3 |
JPMorgan Chase
JPM
|
$330K |
| 4 |
GE Aerospace
GE
|
$308K |
| 5 |
Philip Morris
PM
|
$258K |
Sector Composition
| 1 | Financials | 10.14% |
| 2 | Technology | 8.45% |
| 3 | Healthcare | 7.79% |
| 4 | Consumer Discretionary | 6.63% |
| 5 | Industrials | 5.31% |
