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
76
$319K 0.17%
1,615
77
$316K 0.17%
5,100
-350
78
$309K 0.17%
2,970
79
$300K 0.16%
6,765
80
$293K 0.16%
1,900
-5
81
$291K 0.16%
3,649
-24
82
$286K 0.16%
606
-30
83
$284K 0.15%
2,865
-13
84
$268K 0.15%
2,567
-70
85
$265K 0.14%
2,050
-140
86
$260K 0.14%
2,980
-122
87
$238K 0.13%
+1,189
88
$235K 0.13%
2,437
-435
89
$224K 0.12%
2,983
90
$219K 0.12%
2,568
91
$219K 0.12%
8,119
92
$217K 0.12%
2,469
-119
93
$214K 0.12%
1,594
94
$213K 0.12%
6,158
-279
95
$207K 0.11%
+3,397
96
$206K 0.11%
10,713
-920
97
$203K 0.11%
1,770
-895
98
$202K 0.11%
1,764
99
$183K 0.1%
+14,730
100
$173K 0.09%
13,721
1 2 3
4
5