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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
$179M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$220K
3
+$207K
4
MSFT icon
Microsoft
MSFT
+$132K
5
AMZN icon
Amazon
AMZN
+$96.4K

Top Sells

1
+$2.2M
2
+$826K
3
+$471K
4
XOM icon
Exxon Mobil
XOM
+$388K
5
BIIB icon
Biogen
BIIB
+$288K

Sector Composition

1 Financials 10.8%
2 Technology 8.88%
3 Healthcare 7.97%
4 Consumer Discretionary 7.81%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-5,015
102
– –
-6,478
103
– –
-4,869
104
– –
-1,154
105
– –
-17,959
106
– –
-5,642
107
– –
-7,726
108
– –
-2,975
109
– –
-2,798
110
– –
-1,890
111
– –
-23,151
112
– –
-1,661
113
– –
-40,000
1 2 3 4
5