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

Top Buys

1
+$413K
2
+$213K
3
+$203K
4
MSFT icon
Microsoft
MSFT
+$125K
5
AMZN icon
Amazon
AMZN
+$87K

Top Sells

1
+$2.2M
2
+$826K
3
+$471K
4
XOM icon
Exxon Mobil
XOM
+$337K
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
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104
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105
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107
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108
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109
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-4,869
110
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113
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-815
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5