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
101
$475K 0.17%
5,288
102
$467K 0.17%
1,273
103
$465K 0.17%
10,285
-5
104
$459K 0.17%
5,074
-44
105
$452K 0.16%
1,747
106
$445K 0.16%
4,510
-373
107
$439K 0.16%
6,134
108
$428K 0.15%
5,327
109
$424K 0.15%
13,670
110
$423K 0.15%
2,444
+103
111
$415K 0.15%
3,200
112
$415K 0.15%
5,780
113
$412K 0.15%
16,270
+257
114
$406K 0.15%
6,885
115
$406K 0.15%
5,300
116
$402K 0.15%
1,700
117
$399K 0.14%
4,440
118
$397K 0.14%
1,378
119
$395K 0.14%
754
-60
120
$392K 0.14%
1,581
121
$386K 0.14%
6,253
122
$373K 0.13%
800
-195
123
$366K 0.13%
7,285
+505
124
$353K 0.13%
8,081
-104
125
$345K 0.12%
4,139
3 4
5
6 7