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
$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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102
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103
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104
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-17,959
105
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106
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-7,726
107
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-2,975
108
– –
-2,798
109
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-1,890
110
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-23,151
111
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-1,661
112
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-40,000
113
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-815
1 2 3 4
5