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
151
$239K 0.08%
13,000
152
$238K 0.08%
2,784
153
$234K 0.08%
2,334
154
$234K 0.08%
680
155
$233K 0.08%
479
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156
$231K 0.08%
2,147
157
$229K 0.08%
17,316
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158
$229K 0.08%
515
-10
159
$229K 0.08%
984
160
$228K 0.08%
619
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161
$226K 0.08%
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162
$226K 0.08%
1,769
163
$225K 0.08%
982
164
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165
$222K 0.08%
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166
$220K 0.07%
1,570
167
$220K 0.07%
11,220
168
$218K 0.07%
380
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169
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170
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171
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1,205
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172
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173
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1,841
-36
174
$203K 0.07%
1,218
175
$195K 0.07%
4,864
+84
5 6
7
8 9