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
101
$158K 0.09%
12,694
+1,000
102
-5,290
103
-5,916