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

Top Buys

1
+$239K
2
+$104K
3
+$93.2K
4
AMZN icon
Amazon
AMZN
+$69.7K
5
LMT icon
Lockheed Martin
LMT
+$52.3K

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
– –
-2,791
102
– –
-7,718
103
– –
-1,183
1 2 3 4
5