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
51
$1.21M 0.44%
5,720
52
$1.2M 0.44%
3,855
-185
53
$1.15M 0.42%
4,224
-70
54
$1.15M 0.42%
98,000
-13,533
55
$1.13M 0.41%
3,547
56
$1.11M 0.4%
7,431
57
$1.09M 0.39%
6,963
-428
58
$1.07M 0.39%
125,630
+2,327
59
$1.06M 0.39%
151,754
+2,234
60
$1.05M 0.38%
97,160
+1,434
61
$1.04M 0.38%
14,695
+135
62
$969K 0.35%
4,995
63
$944K 0.34%
2,546
64
$939K 0.34%
6,116
65
$923K 0.33%
16,750
-40
66
$922K 0.33%
8,485
-1,175
67
$921K 0.33%
6,945
-750
68
$875K 0.32%
10,596
69
$866K 0.31%
6,449
70
$835K 0.3%
7,986
+227
71
$829K 0.3%
23,000
72
$798K 0.29%
1
73
$786K 0.28%
3,160
+120
74
$782K 0.28%
3,018
-45
75
$749K 0.27%
31,800
1 2
3
4 5