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
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$470K
3
+$302K
4
IAU icon
iShares Gold Trust
IAU
+$256K
5
FISV
Fiserv Inc
FISV
+$249K

Top Sells

1
+$318K
2
+$239K
3
+$215K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$207K

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
– –
-980
102
– –
-3,069
103
– –
-1,773
1 2 3 4
5