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
26
$1.94M 0.7%
3,460
+223
27
$1.94M 0.7%
11,360
-335
28
$1.84M 0.67%
15,481
-130
29
$1.84M 0.67%
9,215
-20
30
$1.82M 0.66%
1,920
-20
31
$1.75M 0.63%
19,960
+1,360
32
$1.72M 0.62%
3,342
33
$1.71M 0.62%
172,000
-3,690
34
$1.69M 0.61%
3,165
+12
35
$1.65M 0.6%
152,252
36
$1.63M 0.59%
14,730
37
$1.63M 0.59%
8,677
-165
38
$1.59M 0.58%
2,928
39
$1.56M 0.56%
139,000
-74,000
40
$1.53M 0.55%
72,278
41
$1.49M 0.54%
18,198
-80
42
$1.47M 0.53%
3,961
+135
43
$1.46M 0.53%
146,593
44
$1.43M 0.52%
3,057
-70
45
$1.36M 0.49%
5,355
46
$1.3M 0.47%
11,686
47
$1.25M 0.45%
7,346
-585
48
$1.24M 0.45%
2,269
-320
49
$1.24M 0.45%
4,562
+19
50
$1.22M 0.44%
7,297
+205
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