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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
126
$397K 0.12%
6,134
127
$393K 0.12%
1,278
128
$391K 0.12%
2,000
129
$390K 0.12%
4,067
130
$383K 0.12%
1,560
131
$382K 0.12%
1,271
+62
132
$381K 0.12%
1,397
-225
133
$378K 0.11%
1,094
+297
134
$376K 0.11%
2,248
135
$361K 0.11%
7,995
136
$346K 0.11%
7,000
137
$342K 0.1%
5,324
-4,635
138
$342K 0.1%
2,604
139
$336K 0.1%
2,713
-140
140
$335K 0.1%
2,033
141
$306K 0.09%
2,168
+200
142
$298K 0.09%
1,170
143
$296K 0.09%
3,501
144
$295K 0.09%
370
145
$292K 0.09%
615
146
$291K 0.09%
582
147
$285K 0.09%
1,668
148
$282K 0.09%
1,208
149
$280K 0.09%
625
150
$275K 0.08%
4,146
-102
4 5
6
7 8