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
426
$655 ﹤0.01%
+5
427
$575 ﹤0.01%
+20
428
$453 ﹤0.01%
+87
429
$309 ﹤0.01%
+50
430
$208 ﹤0.01%
+200
431
$169 ﹤0.01%
+1
432
$105 ﹤0.01%
+5
433
$104 ﹤0.01%
+5
434
$48 ﹤0.01%
+12
435
$2 ﹤0.01%
+2