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
$185M
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$238K
3
+$233K
4
NVDA icon
NVIDIA
NVDA
+$222K
5
CTSH icon
Cognizant
CTSH
+$207K

Top Sells

1
+$504K
2
+$134K
3
+$127K
4
EOG icon
EOG Resources
EOG
+$103K
5
INTC icon
Intel
INTC
+$92K

Sector Composition

1 Technology 14.08%
2 Healthcare 8.75%
3 Consumer Discretionary 8.32%
4 Financials 7.28%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.64%
27,293
27
$1.12M 0.61%
4,909
+39
28
$1.1M 0.59%
4,809
+1,021
29
$1.08M 0.59%
5,663
-146
30
$1.05M 0.57%
25,826
-3,276
31
$1.05M 0.57%
72,905
32
$1.01M 0.55%
3,541
-75
33
$998K 0.54%
12,953
-250
34
$995K 0.54%
15,415
-355
35
$981K 0.53%
21,995
+3,048
36
$961K 0.52%
3,113
+30
37
$926K 0.5%
83,738
38
$853K 0.46%
8,514
-184
39
$833K 0.45%
8,225
-381
40
$748K 0.41%
3,529
+231
41
$726K 0.39%
9,768
-25
42
$702K 0.38%
14,289
+630
43
$683K 0.37%
8,848
-375
44
$669K 0.36%
6,430
-398
45
$641K 0.35%
16,484
-1,064
46
$641K 0.35%
2,172
-260
47
$628K 0.34%
1,520
-30
48
$613K 0.33%
2,953
+433
49
$569K 0.31%
3,323
-14
50
$553K 0.3%
1,927
-9
1
2
3 4 5