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
$177K
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$498K
2 +$451K
3 +$394K
4
EOG icon
EOG Resources
EOG
+$354K
5
XOM icon
Exxon Mobil
XOM
+$297K

Top Sells

1 +$380K
2 +$142K
3 +$120K
4
PEP icon
PepsiCo
PEP
+$114K
5
SYY icon
Sysco
SYY
+$92.9K

Sector Composition

1 Technology 11.38%
2 Healthcare 10.32%
3 Financials 8.44%
4 Consumer Discretionary 8.06%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000