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
351
$17.5K 0.01%
92
352
$17.1K 0.01%
605
353
$17.1K 0.01%
263
354
$17.1K 0.01%
216
355
$16.7K 0.01%
562
356
$16.7K 0.01%
21
357
$16.7K 0.01%
150
358
$16.6K 0.01%
375
359
$16K 0.01%
1,000
360
$15.9K 0.01%
170
361
$15.8K 0.01%
47
362
$15.8K 0.01%
125
363
$15.8K 0.01%
201
364
$15.8K 0.01%
260
365
$15.6K 0.01%
500
366
$14.9K 0.01%
613
367
$14.3K 0.01%
489
368
$14.3K 0.01%
190
369
$14.2K 0.01%
149
370
$14.1K 0.01%
170
371
$14K 0.01%
160
372
$13.7K 0.01%
53
373
$13.3K ﹤0.01%
423
374
$12.9K ﹤0.01%
150
375
$12.5K ﹤0.01%
128