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
$177K
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$449
2
+$424
3
+$358
4
EOG icon
EOG Resources
EOG
+$345
5
XOM icon
Exxon Mobil
XOM
+$306

Top Sells

1
+$380K
2
+$42K
3
+$146
4
NKE icon
Nike
NKE
+$140
5
PEP icon
PepsiCo
PEP
+$115

Sector Composition

1 Technology 11.38%
2 Healthcare 10.32%
3 Financials 8.44%
4 Consumer Discretionary 8.06%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.34K 5.27%
71,860
+2,756
2
$5.37K 3.03%
25,514
3
$5.21K 2.94%
14,254
+277
4
$3.94K 2.22%
77,035
5
$3.32K 1.87%
37,629
+1,454
6
$3.06K 1.73%
22,829
+119
7
$2.74K 1.55%
27,112
-49
8
$2.39K 1.35%
29,189
+297
9
$2.38K 1.34%
5,203
+46
10
$2.24K 1.26%
9,337
-270
11
$2.22K 1.25%
11,129
12
$2.05K 1.16%
25,717
+62
13
$1.99K 1.12%
13,094
+636
14
$1.95K 1.1%
12,062
+9
15
$1.9K 1.07%
17,263
+2,771
16
$1.9K 1.07%
10,739
-216
17
$1.76K 0.99%
8,453
+5
18
$1.74K 0.98%
9,619
-637
19
$1.71K 0.97%
20,364
+5,044
20
$1.51K 0.85%
5,742
-10
21
$1.5K 0.85%
2,122
-28
22
$1.49K 0.84%
29,102
+4,915
23
$1.45K 0.82%
27,293
-1,580
24
$1.44K 0.81%
8,045
-400
25
$1.31K 0.74%
11,213
-1,193
1
2 3 4 5