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
$187M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$239K
2 +$215K
3 +$212K
4
KMB icon
Kimberly-Clark
KMB
+$207K
5
PYPL icon
PayPal
PYPL
+$142K

Top Sells

1 +$1.16M
2 +$443K
3 +$255K
4
MO icon
Altria Group
MO
+$252K
5
GLD icon
SPDR Gold Trust
GLD
+$216K

Sector Composition

1 Technology 11.14%
2 Financials 9.27%
3 Consumer Discretionary 9.11%
4 Healthcare 7.87%
5 Communication Services 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,139
102
-1,209
103
-2,478