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
$179M
AUM Growth
+$724K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$253K
3
+$223K
4
SRCE icon
1st Source
SRCE
+$212K
5
NSC icon
Norfolk Southern
NSC
+$208K

Top Sells

1
+$1.17M
2
+$524K
3
+$522K
4
JPM icon
JPMorgan Chase
JPM
+$327K
5
TJX icon
TJX Companies
TJX
+$265K

Sector Composition

1 Financials 11.08%
2 Technology 9.86%
3 Healthcare 7.53%
4 Consumer Discretionary 7.51%
5 Consumer Staples 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.33%
2,727
+8
52
$582K 0.32%
6,598
53
$579K 0.32%
4,648
-415
54
$548K 0.31%
4,830
-250
55
$530K 0.3%
2,200
-75
56
$527K 0.29%
7,880
-640
57
$503K 0.28%
3,408
+125
58
$496K 0.28%
6,134
59
$487K 0.27%
5,154
-135
60
$475K 0.26%
8,000
+50
61
$469K 0.26%
9,389
+1,495
62
$467K 0.26%
3,990
-1,025
63
$466K 0.26%
17,941
64
$464K 0.26%
5,003
-38
65
$464K 0.26%
12,278
+3,845
66
$434K 0.24%
5,007
-265
67
$430K 0.24%
2,396
68
$421K 0.23%
2,857
69
$415K 0.23%
10,482
70
$408K 0.23%
7,372
-445
71
$406K 0.23%
13,740
-1,199
72
$390K 0.22%
3,042
+17
73
$385K 0.21%
6,523
74
$360K 0.2%
14,925
+450
75
$356K 0.2%
1,180
1 2
3
4 5