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
376
$12.4K ﹤0.01%
9
377
$12.4K ﹤0.01%
25
378
$12.3K ﹤0.01%
93
379
$12.1K ﹤0.01%
48
380
$11.9K ﹤0.01%
138
381
$11.8K ﹤0.01%
85
382
$11.7K ﹤0.01%
58
383
$11.5K ﹤0.01%
120
384
$11.1K ﹤0.01%
99
385
$10.7K ﹤0.01%
400
386
$10.2K ﹤0.01%
58
387
$10.1K ﹤0.01%
177
388
$10.1K ﹤0.01%
104
389
$10K ﹤0.01%
105
390
$9.68K ﹤0.01%
20
391
$9.36K ﹤0.01%
81
392
$9.34K ﹤0.01%
75
393
$9.16K ﹤0.01%
36
394
$8.94K ﹤0.01%
2,150
395
$8.79K ﹤0.01%
100
396
$8.77K ﹤0.01%
8,350
397
$8.49K ﹤0.01%
155
398
$8.46K ﹤0.01%
127
399
$8.39K ﹤0.01%
250
400
$8.36K ﹤0.01%
75