ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
1-Year Return
17.34%
This Quarter Return
+12.29%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$302M
AUM Growth
+$26.2M
(+9.5%)
Cap. Flow
-$746K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
497
New
27
Increased
68
Reduced
70
Closed
16
Top Buys
| 1 |
Microchip Technology
MCHP
|
$631K |
| 2 |
Eli Lilly
LLY
|
$423K |
| 3 |
Walmart
WMT
|
$346K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$341K |
| 5 |
Amazon
AMZN
|
$215K |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$687K |
| 2 |
NVIDIA
NVDA
|
$405K |
| 3 |
Apple
AAPL
|
$265K |
| 4 |
Freeport-McMoran
FCX
|
$220K |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
$220K |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 9.3% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Healthcare | 6.9% |
| 5 | Communication Services | 6.11% |
