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
51
$615K 0.31%
4,768
-438
52
$565K 0.28%
4,256
-666
53
$552K 0.28%
4,406
-322
54
$543K 0.27%
3,241
-636
55
$535K 0.27%
2,070
+45
56
$533K 0.27%
2,925
+5
57
$496K 0.25%
3,323
+295
58
$496K 0.25%
6,134
59
$495K 0.25%
8,018
-1,397
60
$494K 0.25%
1,927
-76
61
$483K 0.24%
8,878
-1,538
62
$480K 0.24%
16,125
+11,300
63
$457K 0.23%
9,834
-600
64
$457K 0.23%
3,114
+238
65
$443K 0.22%
6,765
66
$440K 0.22%
2,069
67
$434K 0.22%
5,350
+596
68
$431K 0.22%
4,237
+45
69
$413K 0.21%
1,882
-16
70
$412K 0.21%
6,925
-261
71
$394K 0.2%
8,493
-1,738
72
$392K 0.2%
1,171
-100
73
$391K 0.2%
1,892
-291
74
$373K 0.19%
+1,374
75
$368K 0.19%
4,902
+153
1 2
3
4 5