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
276
$56.4K 0.02%
550
277
$56.1K 0.02%
100
278
$55.7K 0.02%
230
279
$54.8K 0.02%
800
280
$53.9K 0.02%
554
281
$53.7K 0.02%
847
282
$53.5K 0.02%
417
+150
283
$52.6K 0.02%
1,065
+51
284
$52.1K 0.02%
567
285
$52K 0.02%
2,264
286
$51.8K 0.02%
392
287
$51.1K 0.02%
235
288
$50.2K 0.02%
2,287
289
$50.1K 0.02%
739
-95
290
$50.1K 0.02%
681
291
$49.4K 0.02%
250
292
$48.8K 0.02%
1,747
293
$48.4K 0.02%
999
294
$47.8K 0.02%
1,711
+110
295
$47.5K 0.02%
934
296
$46.9K 0.02%
500
297
$46.4K 0.02%
500
298
$45.9K 0.02%
417
299
$45.6K 0.02%
245
300
$45K 0.02%
383
10 11
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