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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
151
$268K 0.08%
9,485
+132
152
$265K 0.08%
1,945
153
$264K 0.08%
13,000
154
$260K 0.08%
1,670
155
$259K 0.08%
1,200
156
$251K 0.08%
5,630
-56
157
$249K 0.08%
1,769
158
$241K 0.07%
7,694
159
$235K 0.07%
3,209
160
$235K 0.07%
2,475
-50
161
$228K 0.07%
3,450
+400
162
$227K 0.07%
5,237
163
$225K 0.07%
9,205
164
$223K 0.07%
3,003
165
$222K 0.07%
1,394
166
$218K 0.07%
715
167
$218K 0.07%
1,608
168
$218K 0.07%
1,958
169
$203K 0.06%
858
170
$202K 0.06%
11,796
171
$200K 0.06%
619
172
$199K 0.06%
590
+125
173
$197K 0.06%
1,999
174
$195K 0.06%
421
175
$194K 0.06%
4,024
5 6
7
8 9