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
326
$16.5K 0.01%
+562
327
$16.5K 0.01%
+155
328
$16.1K 0.01%
+80
329
$15.6K 0.01%
+199
330
$15.4K 0.01%
+400
331
$15.1K 0.01%
+950
332
$15K 0.01%
+455
333
$15K 0.01%
+489
334
$14.7K 0.01%
+210
335
$14.5K 0.01%
+134
336
$14.2K 0.01%
+500
337
$14K 0.01%
+340
338
$13.4K 0.01%
+375
339
$12.9K 0.01%
+33
340
$12.4K 0.01%
+47
341
$12.3K 0.01%
+170
342
$12.1K 0.01%
+522
343
$12.1K 0.01%
+71
344
$12K 0.01%
+69
345
$12K 0.01%
+47
346
$11.6K 0.01%
+430
347
$11.1K 0.01%
+100
348
$11K 0.01%
+541
349
$10.8K 0.01%
+1,000
350
$10.6K 0.01%
+100
12 13
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