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

Top Buys

1 +$365K
2 +$300K
3 +$257K
4
DE icon
Deere & Co
DE
+$245K
5
TSLA icon
Tesla
TSLA
+$245K

Top Sells

1 +$882K
2 +$656K
3 +$535K
4
AAPL icon
Apple
AAPL
+$247K
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
-2,057