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
276
$36.2K 0.02%
+227
277
$35.5K 0.02%
+1,210
278
$35.3K 0.02%
+440
279
$35.2K 0.02%
+910
280
$35K 0.02%
+1,444
281
$35K 0.02%
+383
282
$34.5K 0.02%
+1,530
283
$34.2K 0.02%
+500
284
$34.1K 0.02%
+1,830
285
$32.3K 0.02%
+900
286
$32.2K 0.02%
+1,554
287
$31.6K 0.02%
+380
288
$31.4K 0.02%
+539
289
$30.8K 0.02%
+300
290
$30.4K 0.02%
+394
291
$30K 0.02%
+150
292
$29.4K 0.01%
+1,100
293
$28.9K 0.01%
+700
294
$28.3K 0.01%
+200
295
$27.9K 0.01%
+183
296
$27.7K 0.01%
+468
297
$27.5K 0.01%
+679
298
$26.9K 0.01%
+104
299
$26.9K 0.01%
+414
300
$26.8K 0.01%
+500
10 11
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