ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
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
+$301K
2
+$223K
3
+$217K
4
NVDA icon
NVIDIA
NVDA
+$175K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$132K

Top Sells

1
+$894K
2
+$843K
3
+$643K
4
SRCE icon
1st Source
SRCE
+$526K
5
AAPL icon
Apple
AAPL
+$400K

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
476
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483
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484
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487
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488
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489
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16 17 18 19
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