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
401
$8.23K ﹤0.01%
145
402
$8.03K ﹤0.01%
560
403
$8.01K ﹤0.01%
234
-315
404
$7.92K ﹤0.01%
541
405
$7.9K ﹤0.01%
13
406
$7.88K ﹤0.01%
33
407
$7.87K ﹤0.01%
108
408
$7.86K ﹤0.01%
+1,675
409
$7.8K ﹤0.01%
100
410
$7.64K ﹤0.01%
33
411
$7.21K ﹤0.01%
74
412
$6.53K ﹤0.01%
101
413
$6.5K ﹤0.01%
62
-49
414
$6.4K ﹤0.01%
23
415
$6.34K ﹤0.01%
72
416
$6.13K ﹤0.01%
14
417
$5.37K ﹤0.01%
39
418
$5.33K ﹤0.01%
100
419
$5.23K ﹤0.01%
69
420
$5.15K ﹤0.01%
+5,000
421
$5.13K ﹤0.01%
828
+78
422
$4.68K ﹤0.01%
350
423
$4.62K ﹤0.01%
200
424
$4.42K ﹤0.01%
30
425
$4.3K ﹤0.01%
13
15 16
17
18 19