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
$168M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$297K
3
+$287K
4
DE icon
Deere & Co
DE
+$282K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$265K

Top Sells

1
+$869K
2
+$600K
3
+$535K
4
AAPL icon
Apple
AAPL
+$263K
5
BP icon
BP
BP
+$234K

Sector Composition

1 Technology 12.21%
2 Consumer Discretionary 9.82%
3 Financials 8.15%
4 Healthcare 7.88%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.01M 5.38%
77,833
-2,267
2
$6.63M 3.96%
79,755
-400
3
$4.78M 2.85%
25,514
4
$3.49M 2.08%
33,863
-1,840
5
$3.02M 1.8%
41,240
-2,100
6
$2.64M 1.57%
17,820
+1,937
7
$2.38M 1.42%
24,701
+100
8
$2.31M 1.38%
10,982
-554
9
$2.16M 1.29%
6,077
10
$2.13M 1.27%
35,745
-1,575
11
$2.12M 1.27%
8,107
-600
12
$2.05M 1.22%
66,428
-19,450
13
$1.98M 1.18%
11,905
-360
14
$1.96M 1.17%
15,607
-530
15
$1.96M 1.17%
14,093
-572
16
$1.79M 1.07%
12,921
-230
17
$1.65M 0.98%
29,659
-2,100
18
$1.65M 0.98%
2,923
19
$1.61M 0.96%
8,068
+15
20
$1.59M 0.95%
10,693
-225
21
$1.49M 0.89%
6,797
+85
22
$1.45M 0.87%
24,433
-1
23
$1.38M 0.82%
22,929
-455
24
$1.36M 0.81%
10,977
-235
25
$1.2M 0.72%
7,640
-160
1
2 3 4 5