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
351
$10.5K 0.01%
+124
352
$10.4K 0.01%
+202
353
$10.3K 0.01%
+297
354
$10.2K 0.01%
+109
355
$9.67K ﹤0.01%
+132
356
$9.44K ﹤0.01%
+25
357
$9.38K ﹤0.01%
+120
358
$9.16K ﹤0.01%
+100
359
$9.15K ﹤0.01%
+560
360
$8.93K ﹤0.01%
+134
361
$8.78K ﹤0.01%
+129
362
$8.6K ﹤0.01%
+28
363
$8.21K ﹤0.01%
+2,400
364
$8.07K ﹤0.01%
+93
365
$8K ﹤0.01%
+122
366
$7.89K ﹤0.01%
+163
367
$7.64K ﹤0.01%
+200
368
$7.64K ﹤0.01%
+75
369
$7.51K ﹤0.01%
+250
370
$7.43K ﹤0.01%
+260
371
$7.17K ﹤0.01%
+110
372
$7.12K ﹤0.01%
+58
373
$7.1K ﹤0.01%
+145
374
$6.77K ﹤0.01%
+750
375
$6.66K ﹤0.01%
+113
13 14
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