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
176
$193K 0.07%
8,496
177
$193K 0.07%
5,237
178
$192K 0.07%
4,024
+50
179
$188K 0.06%
1,608
180
$179K 0.06%
421
181
$175K 0.06%
1,338
182
$175K 0.06%
1,394
+53
183
$170K 0.06%
1,773
184
$170K 0.06%
2,060
185
$168K 0.06%
3,270
186
$165K 0.06%
5,063
187
$165K 0.06%
8,119
188
$160K 0.05%
1,190
189
$159K 0.05%
3,050
190
$153K 0.05%
1,940
+1,850
191
$150K 0.05%
715
192
$147K 0.05%
2,879
193
$146K 0.05%
6,410
194
$146K 0.05%
14,700
195
$142K 0.05%
14,000
196
$140K 0.05%
609
197
$139K 0.05%
3,071
198
$139K 0.05%
1,625
199
$138K 0.05%
2,890
200
$138K 0.05%
2,000
6 7
8
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