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
-$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$36.8K
3
+$23.6K
4
MRK icon
Merck
MRK
+$11.6K
5
WBA
Walgreens Boots Alliance
WBA
+$6.86K

Top Sells

1
+$508K
2
+$434K
3
+$432K
4
WMT icon
Walmart Inc
WMT
+$302K
5
AAPL icon
Apple
AAPL
+$297K

Sector Composition

1 Financials 10.51%
2 Technology 9.27%
3 Consumer Discretionary 8.21%
4 Healthcare 7.27%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,069
102
– –
-1,780
103
– –
-1,883
104
– –
-3,492
1 2 3 4
5