ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $339M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
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
+$459K
2
+$447K
3
+$362K
4
CRM icon
Salesforce
CRM
+$349K
5
NVDA icon
NVIDIA
NVDA
+$340K

Top Sells

1
+$1.17M
2
+$747K
3
+$669K
4
FRME icon
First Merchants
FRME
+$547K
5
FISV
Fiserv Inc
FISV
+$417K

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
– –
-14,619
102
– –
-5,075
103
– –
-6,139
104
– –
-711
105
– –
-2,414
106
– –
-1,209
107
– –
-14,808
1 2 3 4
5