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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
1
$34.6M 10.54%
185,688
-3,013
2
$28M 8.53%
42,075
-640
3
$15.4M 4.7%
60,627
+1,926
4
$12.7M 3.88%
52,439
+2,380
5
$9.96M 3.03%
45,348
+1,120
6
$9.76M 2.97%
30,938
+235
7
$9.36M 2.85%
25,598
8
$9.2M 2.8%
12,055
-150
9
$8.87M 2.7%
31,531
+2,984
10
$8.25M 2.51%
70,444
-268
11
$7.25M 2.21%
9,874
+180
12
$6.97M 2.12%
7,528
-85
13
$5.58M 1.7%
10,767
+420
14
$4.43M 1.35%
13,494
-630
15
$4.07M 1.24%
28,156
+480
16
$4.02M 1.22%
8,434
+885
17
$3.85M 1.17%
76,265
18
$2.91M 0.89%
11,582
+160
19
$2.76M 0.84%
21,387
-1,235
20
$2.53M 0.77%
24,501
+1,005
21
$2.52M 0.77%
10,901
-619
22
$2.45M 0.75%
25,425
23
$2.4M 0.73%
12,918
24
$2.39M 0.73%
7,014
-20
25
$2.36M 0.72%
3,524
1
2 3 4 5