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
151
$235K 0.09%
13,000
152
$233K 0.08%
1,668
-150
153
$232K 0.08%
2,334
154
$230K 0.08%
5,079
+215
155
$228K 0.08%
1,769
156
$227K 0.08%
2,178
+90
157
$225K 0.08%
24,028
-14,952
158
$225K 0.08%
455
-45
159
$225K 0.08%
1,208
160
$223K 0.08%
1,841
161
$222K 0.08%
1,670
162
$221K 0.08%
3,003
+2,993
163
$219K 0.08%
11,796
+576
164
$218K 0.08%
1,958
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165
$214K 0.08%
479
166
$213K 0.08%
3,209
167
$211K 0.08%
1,366
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168
$210K 0.08%
680
169
$210K 0.08%
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170
$206K 0.07%
1,205
171
$203K 0.07%
984
172
$202K 0.07%
370
-10
173
$201K 0.07%
982
174
$196K 0.07%
1,350
-685
175
$194K 0.07%
796
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