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
$216M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$796K
2 +$341K
3 +$339K
4
AMT icon
American Tower
AMT
+$241K
5
NUE icon
Nucor
NUE
+$217K

Top Sells

1 +$278K
2 +$218K
3 +$201K
4
GD icon
General Dynamics
GD
+$177K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$171K

Sector Composition

1 Technology 12.52%
2 Consumer Discretionary 9.38%
3 Financials 8.2%
4 Healthcare 7.95%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.1%
+1,438
102
$205K 0.09%
11,020
-1,333
103
$92K 0.04%
11,220
104
-1,773
105
-2,875