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
$168M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$339K
2 +$297K
3 +$287K
4
DE icon
Deere & Co
DE
+$282K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$265K

Top Sells

1 +$869K
2 +$600K
3 +$535K
4
AAPL icon
Apple
AAPL
+$263K
5
BP icon
BP
BP
+$234K

Sector Composition

1 Technology 12.21%
2 Consumer Discretionary 9.82%
3 Financials 8.15%
4 Healthcare 7.88%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2
102
-10,028