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
76
$354K 0.2%
3,859
-2
77
$351K 0.2%
2,323
-155
78
$343K 0.19%
880
+28
79
$339K 0.19%
4,758
80
$338K 0.19%
5,457
-1,884
81
$337K 0.19%
6,300
+290
82
$328K 0.18%
10,073
-96
83
$318K 0.18%
6,765
84
$312K 0.17%
830
85
$293K 0.16%
4,512
-1,224
86
$293K 0.16%
3,118
+55
87
$292K 0.16%
3,088
-355
88
$260K 0.14%
1,787
89
$259K 0.14%
1,183
+15
90
$259K 0.14%
2,800
-450
91
$253K 0.14%
+43,000
92
$245K 0.14%
2,791
93
$243K 0.14%
2,568
-617
94
$237K 0.13%
2,599
-109
95
$223K 0.12%
+660
96
$222K 0.12%
5,725
+83
97
$220K 0.12%
1,271
98
$208K 0.12%
+1,069
99
$207K 0.12%
1,503
-30
100
$206K 0.11%
7,110
1 2 3
4
5