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
51
$552K 0.3%
+4,495
52
$546K 0.3%
5,136
-332
53
$521K 0.28%
6,294
-30
54
$518K 0.28%
2,440
-37
55
$507K 0.27%
1,072
+168
56
$500K 0.27%
2,575
-204
57
$494K 0.27%
2,983
-60
58
$490K 0.27%
2,025
-29
59
$483K 0.26%
16,125
-49
60
$472K 0.26%
1,027
-1,096
61
$463K 0.25%
2,807
-75
62
$451K 0.24%
3,440
-17
63
$437K 0.24%
4,805
-265
64
$422K 0.23%
3,310
-600
65
$415K 0.22%
1,816
-17
66
$405K 0.22%
7,751
-675
67
$403K 0.22%
585
68
$387K 0.21%
1,591
69
$368K 0.2%
6,134
70
$358K 0.19%
10,944
-2,815
71
$354K 0.19%
4,386
72
$353K 0.19%
4,256
-45
73
$352K 0.19%
6,076
-924
74
$348K 0.19%
1,641
-4
75
$342K 0.19%
2,264
+184
1 2
3
4 5