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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
176
$192K 0.06%
688
177
$188K 0.06%
8,119
178
$188K 0.06%
796
179
$185K 0.06%
17,316
180
$184K 0.06%
15,413
+200
181
$184K 0.06%
4,182
-1,431
182
$181K 0.06%
1,190
183
$177K 0.05%
3,270
184
$175K 0.05%
1,453
185
$175K 0.05%
609
186
$173K 0.05%
2,890
187
$173K 0.05%
1,366
188
$171K 0.05%
+1,290
189
$170K 0.05%
2,334
190
$168K 0.05%
1,623
191
$166K 0.05%
1,338
192
$166K 0.05%
4,957
+2,100
193
$165K 0.05%
6,410
194
$163K 0.05%
554
195
$158K 0.05%
1,757
-81
196
$157K 0.05%
2,000
197
$153K 0.05%
2,774
198
$151K 0.05%
762
-150
199
$146K 0.04%
940
200
$144K 0.04%
1,720
6 7
8
9 10