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
$141M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$79.4K
3 +$70.2K
4
F icon
Ford
F
+$67K
5
LMT icon
Lockheed Martin
LMT
+$45K

Top Sells

1 +$354K
2 +$338K
3 +$293K
4
RTN
Raytheon Company
RTN
+$259K
5
SBUX icon
Starbucks
SBUX
+$245K

Sector Composition

1 Technology 10.62%
2 Financials 9.47%
3 Healthcare 8.3%
4 Consumer Discretionary 8.27%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,725
102
-2,791
103
-3,859