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
251
$74K 0.03%
1,580
252
$73.7K 0.03%
145
253
$71.8K 0.03%
600
254
$71.7K 0.03%
293
255
$71.5K 0.03%
2,610
256
$71.1K 0.03%
711
-24
257
$70.6K 0.03%
4,500
258
$69.8K 0.03%
676
259
$68.7K 0.02%
2,034
260
$68.4K 0.02%
610
261
$65K 0.02%
330
262
$64.7K 0.02%
2,078
263
$62.9K 0.02%
206
264
$62.8K 0.02%
611
-450
265
$62.6K 0.02%
586
266
$62.3K 0.02%
300
267
$61.7K 0.02%
641
268
$61K 0.02%
2,012
269
$60.6K 0.02%
239
270
$60.3K 0.02%
179
271
$59.1K 0.02%
815
272
$58.4K 0.02%
1,159
273
$58.1K 0.02%
720
274
$57.9K 0.02%
982
-29
275
$57.7K 0.02%
185
9 10
11
12 13