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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
201
$143K 0.04%
3,071
202
$142K 0.04%
507
203
$138K 0.04%
5,063
204
$138K 0.04%
1,372
-450
205
$134K 0.04%
827
206
$134K 0.04%
6,203
207
$132K 0.04%
215
+15
208
$130K 0.04%
634
-260
209
$127K 0.04%
1,955
+375
210
$127K 0.04%
5,441
+1,000
211
$125K 0.04%
1,900
212
$124K 0.04%
1,743
213
$124K 0.04%
300
214
$123K 0.04%
180
215
$123K 0.04%
5,000
216
$122K 0.04%
1,275
217
$120K 0.04%
743
218
$120K 0.04%
2,143
219
$118K 0.04%
1,933
220
$109K 0.03%
400
221
$109K 0.03%
1,625
222
$109K 0.03%
1,521
223
$108K 0.03%
1,613
224
$108K 0.03%
2,380
225
$108K 0.03%
2,142
7 8
9
10 11