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
126
$342K 0.12%
7,000
127
$337K 0.12%
2,758
128
$334K 0.12%
1,412
129
$329K 0.12%
3,351
130
$328K 0.12%
1,278
131
$327K 0.12%
7,836
132
$323K 0.12%
10,000
133
$323K 0.12%
7,995
134
$316K 0.11%
2,000
135
$315K 0.11%
1,560
136
$312K 0.11%
2,562
+415
137
$311K 0.11%
1,158
138
$298K 0.11%
2,248
139
$297K 0.11%
4,146
+10
140
$286K 0.1%
2,604
141
$273K 0.1%
7,215
-1,435
142
$269K 0.1%
619
143
$263K 0.1%
7,694
144
$260K 0.09%
9,201
+705
145
$259K 0.09%
1,170
146
$258K 0.09%
2,033
147
$249K 0.09%
2,199
+60
148
$244K 0.09%
1,218
149
$243K 0.09%
2,599
-185
150
$240K 0.09%
1,945
4 5
6
7 8