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
$183M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$205K
3
+$198K
4
MXIM
Maxim Integrated Products
MXIM
+$190K
5
V icon
Visa
V
+$115K

Top Sells

1
+$262K
2
+$258K
3
+$243K
4
SRCE icon
1st Source
SRCE
+$233K
5
KMB icon
Kimberly-Clark
KMB
+$219K

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 9.68%
3 Financials 9.29%
4 Healthcare 7.73%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,483
102
– –
-762
103
– –
-2,173
1 2 3 4
5