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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.18M
3
+$3.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.07%
2 Technology 13.47%
3 Healthcare 10.03%
4 Energy 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.43M 2.84%
+165,134
2
$3.18M 2.63%
+17,416
3
$3.14M 2.6%
+34,737
4
$2.93M 2.42%
+55,514
5
$2.68M 2.22%
+189,392
6
$2.44M 2.02%
+20,635
7
$2.39M 1.98%
+47,525
8
$2.37M 1.96%
+30,720
9
$2.36M 1.95%
+108,088
10
$2.32M 1.92%
+79,680
11
$2.3M 1.9%
+104,912
12
$2.28M 1.89%
+74,341
13
$2.28M 1.88%
+105,442
14
$2.17M 1.79%
+29,657
15
$2.15M 1.78%
+52,772
16
$2.13M 1.76%
+34,469
17
$1.9M 1.57%
+93,368
18
$1.84M 1.52%
+18,576
19
$1.76M 1.46%
+30,748
20
$1.71M 1.41%
+6,643
21
$1.67M 1.38%
+19,925
22
$1.66M 1.38%
+26,327
23
$1.62M 1.34%
+68,598
24
$1.58M 1.31%
+45,755
25
$1.54M 1.27%
+26,930
1
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