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
201
$136K 0.05%
688
202
$133K 0.05%
1,308
203
$131K 0.04%
6,203
204
$129K 0.04%
3,425
+166
205
$128K 0.04%
1,061
-3,070
206
$127K 0.04%
435
207
$124K 0.04%
450
+11
208
$124K 0.04%
1,613
209
$122K 0.04%
507
210
$119K 0.04%
5,957
+160
211
$116K 0.04%
900
212
$116K 0.04%
2,143
213
$115K 0.04%
465
214
$115K 0.04%
1,100
215
$114K 0.04%
1,782
216
$113K 0.04%
180
217
$110K 0.04%
589
+13
218
$108K 0.04%
1,185
-252
219
$107K 0.04%
5,000
-63
220
$103K 0.04%
1,933
221
$102K 0.03%
1,702
+40
222
$100K 0.03%
1,743
223
$99.5K 0.03%
827
+26
224
$99.2K 0.03%
5,000
225
$99K 0.03%
2,380
7 8
9
10 11