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
426
$4.25K ﹤0.01%
41
427
$4.13K ﹤0.01%
67
428
$3.85K ﹤0.01%
48
429
$3.81K ﹤0.01%
60
430
$3.76K ﹤0.01%
48
431
$3.75K ﹤0.01%
55
432
$3.7K ﹤0.01%
45
433
$3.52K ﹤0.01%
700
434
$3.51K ﹤0.01%
20
435
$3.38K ﹤0.01%
90
436
$3.27K ﹤0.01%
22
437
$3.17K ﹤0.01%
77
-100
438
$3.01K ﹤0.01%
72
439
$2.98K ﹤0.01%
41
440
$2.76K ﹤0.01%
1,736
441
$2.74K ﹤0.01%
20
-25
442
$2.65K ﹤0.01%
18
443
$2.52K ﹤0.01%
65
444
$2.21K ﹤0.01%
61
445
$2.19K ﹤0.01%
242
446
$2.08K ﹤0.01%
85
-161
447
$2.06K ﹤0.01%
76
448
$2.04K ﹤0.01%
215
449
$1.97K ﹤0.01%
34
450
$1.93K ﹤0.01%
20
16 17
18
19 20