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
326
$25.7K 0.01%
124
327
$24.8K 0.01%
310
328
$24.4K 0.01%
+458
329
$24.1K 0.01%
340
330
$23.8K 0.01%
104
331
$23.8K 0.01%
400
332
$23.6K 0.01%
35
333
$23.1K 0.01%
350
334
$22K 0.01%
301
335
$21.9K 0.01%
+1,200
336
$21.5K 0.01%
150
337
$21.5K 0.01%
237
338
$21.3K 0.01%
800
339
$20.6K 0.01%
602
340
$20.6K 0.01%
500
341
$20.4K 0.01%
175
342
$20K 0.01%
560
343
$19.3K 0.01%
100
344
$19.1K 0.01%
125
345
$19K 0.01%
308
346
$18.9K 0.01%
130
347
$18.9K 0.01%
760
348
$18.4K 0.01%
100
349
$17.6K 0.01%
232
350
$17.6K 0.01%
42