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
451
$1.88K ﹤0.01%
11
452
$1.78K ﹤0.01%
10
453
$1.65K ﹤0.01%
187
454
$1.26K ﹤0.01%
9
455
$1.11K ﹤0.01%
570
456
$1.06K ﹤0.01%
12
457
$889 ﹤0.01%
115
458
$884 ﹤0.01%
22
459
$830 ﹤0.01%
25
460
$731 ﹤0.01%
460
461
$646 ﹤0.01%
8
462
$623 ﹤0.01%
50
463
$592 ﹤0.01%
68
464
$473 ﹤0.01%
65
465
$444 ﹤0.01%
220
466
$229 ﹤0.01%
75
467
$186 ﹤0.01%
87
468
$61 ﹤0.01%
+11
469
$41 ﹤0.01%
5
470
$2 ﹤0.01%
1
471
– –
-200
472
– –
-128
473
– –
-43
474
– –
-20
475
– –
-403
16 17 18
19
20