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
76
$358K 0.18%
12,035
-6,500
77
$333K 0.17%
965
-64
78
$316K 0.16%
1,322
+325
79
$313K 0.16%
5,962
-975
80
$308K 0.16%
2,679
-50
81
$293K 0.15%
2,655
-93
82
$288K 0.14%
3,059
+400
83
$284K 0.14%
6,028
-495
84
$281K 0.14%
1,978
-206
85
$276K 0.14%
3,722
-100
86
$270K 0.14%
+1,611
87
$253K 0.13%
4,024
-207
88
$252K 0.13%
12,353
-3,082
89
$250K 0.13%
2,564
90
$238K 0.12%
6,912
-1,738
91
$237K 0.12%
+980
92
$226K 0.11%
+838
93
$219K 0.11%
+3,069
94
$218K 0.11%
555
-15
95
$218K 0.11%
+1,773
96
$215K 0.11%
+1,909
97
$201K 0.1%
2,875
-766
98
$193K 0.1%
13,600
99
$107K 0.05%
+11,220
100
– –
-2,414
1 2 3
4
5