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
101
-711
102
-6,139
103
-14,808
104
-1,209
105
-5,075
106
-14,619
107
-2,478