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
$199M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$410K
3
+$373K
4
NVDA icon
NVIDIA
NVDA
+$339K
5
CSX icon
CSX Corp
CSX
+$336K

Top Sells

1
+$1.21M
2
+$699K
3
+$643K
4
FRME icon
First Merchants
FRME
+$547K
5
FI icon
Fiserv
FI
+$405K

Sector Composition

1 Technology 11.83%
2 Consumer Discretionary 9.06%
3 Financials 8.79%
4 Healthcare 7.71%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.63%
21,094
-725
27
$1.21M 0.61%
10,233
-60
28
$1.2M 0.6%
5,634
+126
29
$1.16M 0.59%
56,160
+16,360
30
$1.12M 0.57%
14,307
-1,529
31
$1.08M 0.54%
4,146
+1,574
32
$1.02M 0.51%
18,861
-3,723
33
$1.02M 0.51%
23,658
+589
34
$966K 0.49%
3,662
-257
35
$950K 0.48%
11,193
-1,245
36
$936K 0.47%
7,020
+200
37
$933K 0.47%
17,900
-3,787
38
$924K 0.46%
4,714
-726
39
$903K 0.45%
4,106
-252
40
$881K 0.44%
3,228
+99
41
$828K 0.42%
2,521
+32
42
$810K 0.41%
10,323
+645
43
$808K 0.41%
7,968
-416
44
$784K 0.39%
5,251
+2,976
45
$780K 0.39%
14,639
-270
46
$768K 0.39%
7,296
-2,540
47
$657K 0.33%
1,763
+600
48
$642K 0.32%
3,346
-52
49
$633K 0.32%
10,766
-810
50
$630K 0.32%
2,752
-40
1
2
3 4 5