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
$198M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.56M
3
+$2.38M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$2.06M
5
GXC icon
SPDR S&P China ETF
GXC
+$2M

Top Sells

1
+$235K
2
+$135K
3
+$109K
4
FI icon
Fiserv
FI
+$103K
5
LOW icon
Lowe's Companies
LOW
+$99.6K

Sector Composition

1 Technology 15.51%
2 Healthcare 9.6%
3 Consumer Discretionary 8.66%
4 Financials 8%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.3K 0.03%
+328
227
$67.9K 0.03%
+1,202
228
$66.9K 0.03%
+2,018
229
$65.9K 0.03%
+844
230
$65.7K 0.03%
+2,787
231
$64.1K 0.03%
+1,200
232
$62.7K 0.03%
+157
233
$60.6K 0.03%
+600
234
$57.9K 0.03%
+991
235
$57.7K 0.03%
+550
236
$57.7K 0.03%
+2,276
237
$56.6K 0.03%
+155
238
$56.5K 0.03%
+815
239
$56.2K 0.03%
+443
240
$56.1K 0.03%
+300
241
$55.2K 0.03%
+330
242
$55.1K 0.03%
+801
243
$54.6K 0.03%
+378
244
$54.1K 0.03%
+980
245
$53.1K 0.03%
+704
246
$52.6K 0.03%
+1,300
247
$52.3K 0.03%
+1,577
248
$51.6K 0.03%
+1,300
249
$51.6K 0.03%
+686
250
$51.4K 0.03%
+720
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