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
$196M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$923K
3 +$859K
4
META icon
Meta Platforms (Facebook)
META
+$364K
5
JPM icon
JPMorgan Chase
JPM
+$363K

Top Sells

1 +$689K
2 +$291K
3 +$244K
4
WBA
Walgreens Boots Alliance
WBA
+$213K
5
EOG icon
EOG Resources
EOG
+$203K

Sector Composition

1 Technology 16.31%
2 Healthcare 8.97%
3 Consumer Discretionary 8.97%
4 Financials 7.39%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,730
102
-1,764
103
-6,158