ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
1-Year Return
17.34%
This Quarter Return
+12.62%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$248M
AUM Growth
+$26.6M
(+12%)
Cap. Flow
+$4.69M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
38.48%
Holding
491
New
44
Increased
75
Reduced
79
Closed
20
Top Buys
| 1 |
Microsoft
MSFT
|
+$1.02M |
| 2 |
Meta Platforms (Facebook)
META
|
+$841K |
| 3 |
Eli Lilly
LLY
|
+$685K |
| 4 |
Amazon
AMZN
|
+$597K |
| 5 |
Costco
COST
|
+$427K |
Top Sells
| 1 |
Adobe
ADBE
|
+$853K |
| 2 |
CVS Health
CVS
|
+$214K |
| 3 |
Apple
AAPL
|
+$182K |
| 4 |
Exxon Mobil
XOM
|
+$165K |
| 5 |
Tesla
TSLA
|
+$157K |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Healthcare | 10.01% |
| 3 | Consumer Discretionary | 8.82% |
| 4 | Financials | 8.8% |
| 5 | Communication Services | 5.6% |
