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

Top Buys

1
+$215K
2
+$201K
3
+$197K
4
LH icon
Labcorp
LH
+$197K
5
PYPL icon
PayPal
PYPL
+$147K

Top Sells

1
+$1.08M
2
+$466K
3
+$252K
4
FISV
Fiserv Inc
FISV
+$246K
5
NKE icon
Nike
NKE
+$220K

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
– –
-2,478
102
– –
-6,139
103
– –
-1,209
1 2 3 4
5