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
301
$44.1K 0.02%
350
302
$44K 0.02%
265
303
$43.2K 0.02%
150
304
$40.7K 0.01%
886
305
$40.5K 0.01%
300
306
$40.1K 0.01%
1,147
307
$39.8K 0.01%
1,616
308
$39.3K 0.01%
414
309
$38.4K 0.01%
514
310
$36.8K 0.01%
151
311
$36.5K 0.01%
902
312
$36.4K 0.01%
1,210
313
$35.9K 0.01%
439
314
$35.8K 0.01%
925
+175
315
$34.1K 0.01%
491
316
$33.8K 0.01%
870
317
$33.4K 0.01%
384
318
$33K 0.01%
1,300
319
$32.6K 0.01%
800
320
$31.8K 0.01%
2,850
321
$30.6K 0.01%
3,000
-11,000
322
$28.6K 0.01%
350
-9
323
$28.2K 0.01%
165
324
$27.8K 0.01%
264
-383
325
$26.9K 0.01%
73
11 12
13
14 15