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
301
$26.8K 0.01%
+800
302
$26.7K 0.01%
+707
303
$26.3K 0.01%
+181
304
$26.1K 0.01%
+500
305
$25.1K 0.01%
+100
306
$23.8K 0.01%
+886
307
$23.7K 0.01%
+266
308
$23.3K 0.01%
+760
309
$23.2K 0.01%
+406
310
$22.5K 0.01%
+151
311
$22.1K 0.01%
+165
312
$22K 0.01%
+400
313
$21.9K 0.01%
+800
314
$21.8K 0.01%
+459
315
$20.8K 0.01%
+300
316
$20.2K 0.01%
+1,190
317
$20.2K 0.01%
+270
318
$20.2K 0.01%
+269
319
$20K 0.01%
+183
320
$19.8K 0.01%
+500
321
$19.7K 0.01%
+130
322
$19.1K 0.01%
+300
323
$17.8K 0.01%
+234
324
$17.8K 0.01%
+150
325
$16.7K 0.01%
+250