ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$220K
3
+$215K
4
NVDA icon
NVIDIA
NVDA
+$150K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K

Top Sells

1
+$887K
2
+$829K
3
+$630K
4
SRCE icon
1st Source
SRCE
+$510K
5
AAPL icon
Apple
AAPL
+$384K

Sector Composition

1 Technology 19.4%
2 Financials 9.51%
3 Consumer Discretionary 8.27%
4 Healthcare 7.83%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99.8K 0.04%
1,009
227
$99.8K 0.04%
1,275
228
$94.9K 0.03%
2,142
+565
229
$94.5K 0.03%
313
230
$91.3K 0.03%
3,200
231
$90.1K 0.03%
2,380
232
$89.5K 0.03%
400
233
$89.2K 0.03%
2,276
234
$88.2K 0.03%
230
-285
235
$87.8K 0.03%
+4,441
236
$87.5K 0.03%
164
237
$87K 0.03%
1,889
238
$86.6K 0.03%
1,804
239
$85.7K 0.03%
1,349
240
$84.8K 0.03%
2,855
-475
241
$84.1K 0.03%
1,559
-10
242
$83.4K 0.03%
1,200
243
$82.1K 0.03%
1,649
244
$81.5K 0.03%
558
245
$80.1K 0.03%
465
246
$79K 0.03%
1,322
247
$77.2K 0.03%
5,000
248
$76.5K 0.03%
82
249
$76.3K 0.03%
300
250
$75.4K 0.03%
575
8 9
10
11 12