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
126
$355K 0.12%
4,440
127
$345K 0.12%
1,278
128
$344K 0.12%
7,836
+236
129
$343K 0.12%
7,000
130
$342K 0.12%
8,185
131
$341K 0.12%
6,885
132
$338K 0.12%
10,000
133
$334K 0.11%
1,378
+250
134
$331K 0.11%
1,560
135
$331K 0.11%
1,412
136
$331K 0.11%
2,035
-4,757
137
$329K 0.11%
8,650
-4,121
138
$323K 0.11%
2,604
+36
139
$323K 0.11%
7,995
140
$313K 0.11%
1,818
141
$306K 0.1%
3,351
142
$283K 0.1%
2,033
143
$282K 0.1%
2,088
-110
144
$281K 0.1%
1,170
-120
145
$261K 0.09%
500
146
$260K 0.09%
2,248
+55
147
$258K 0.09%
4,136
148
$254K 0.09%
1,208
149
$241K 0.08%
1,670
150
$241K 0.08%
7,694
4 5
6
7 8