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
$294M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$704K
3
+$702K
4
META icon
Meta Platforms (Facebook)
META
+$562K
5
JPM icon
JPMorgan Chase
JPM
+$473K

Top Sells

1
+$1.29M
2
+$1.2M
3
+$774K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$771K
5
AAPL icon
Apple
AAPL
+$615K

Sector Composition

1 Technology 21.27%
2 Financials 9.06%
3 Consumer Discretionary 8.52%
4 Healthcare 7.12%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.16%
1,646
+22
102
$461K 0.16%
1,747
103
$456K 0.16%
1,077
+16
104
$456K 0.16%
5,118
-664
105
$453K 0.15%
10,290
106
$440K 0.15%
6,134
107
$436K 0.15%
5,327
108
$425K 0.14%
16,013
-868
109
$424K 0.14%
4,601
-666
110
$417K 0.14%
995
+35
111
$412K 0.14%
814
+18
112
$410K 0.14%
2,341
-255
113
$409K 0.14%
6,780
+4,330
114
$406K 0.14%
5,780
115
$401K 0.14%
1,581
116
$396K 0.13%
5,300
117
$388K 0.13%
+3,200
118
$388K 0.13%
1,700
119
$387K 0.13%
1,158
120
$376K 0.13%
4,139
121
$370K 0.13%
2,000
122
$370K 0.13%
6,253
-540
123
$368K 0.13%
38,980
-10,452
124
$360K 0.12%
13,670
+13,000
125
$355K 0.12%
2,758
3 4
5
6 7