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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$760K
2
+$499K
3
+$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

1
+$525K
2
+$410K
3
+$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$523K 0.16%
1,143
102
$508K 0.15%
3,629
103
$507K 0.15%
4,430
-100
104
$507K 0.15%
6,904
-84
105
$501K 0.15%
6,885
106
$500K 0.15%
4,652
107
$484K 0.15%
5,780
108
$474K 0.14%
1,334
-44
109
$456K 0.14%
4,990
110
$456K 0.14%
5,434
+123
111
$445K 0.14%
4,292
112
$445K 0.14%
2,346
-55
113
$445K 0.14%
1,706
114
$434K 0.13%
5,274
115
$430K 0.13%
8,056
116
$428K 0.13%
6,253
117
$424K 0.13%
1,412
118
$423K 0.13%
4,440
119
$416K 0.13%
16,318
-343
120
$414K 0.13%
5,300
121
$403K 0.12%
3,200
122
$402K 0.12%
1,700
123
$402K 0.12%
2,758
124
$401K 0.12%
3,650
+840
125
$398K 0.12%
10,000
3 4
5
6 7