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
76
$739K 0.27%
2,745
-17
77
$708K 0.26%
11,609
-500
78
$696K 0.25%
2,569
79
$695K 0.25%
67,559
+1,044
80
$685K 0.25%
26,500
81
$673K 0.24%
62,500
82
$616K 0.22%
3,571
83
$613K 0.22%
3,546
84
$611K 0.22%
1,960
85
$588K 0.21%
9,500
86
$587K 0.21%
10,060
-110
87
$586K 0.21%
5,578
-85
88
$584K 0.21%
38,700
-16,938
89
$570K 0.21%
8,974
+145
90
$560K 0.2%
7,468
91
$559K 0.2%
3,340
+165
92
$553K 0.2%
560
+20
93
$552K 0.2%
5,051
+450
94
$547K 0.2%
4,721
95
$527K 0.19%
1,122
+45
96
$503K 0.18%
3,705
97
$498K 0.18%
4,462
-101
98
$493K 0.18%
4,652
99
$483K 0.17%
16,404
100
$478K 0.17%
1,622
-24
2 3
4
5 6