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
176
$194K 0.07%
1,608
177
$190K 0.07%
1,338
178
$189K 0.07%
2,060
179
$188K 0.07%
1,709
180
$187K 0.07%
1,190
181
$183K 0.07%
3,050
182
$182K 0.07%
17,316
183
$177K 0.06%
421
184
$172K 0.06%
3,270
185
$170K 0.06%
4,024
186
$163K 0.06%
1,394
187
$156K 0.06%
8,119
188
$153K 0.06%
1,905
-35
189
$150K 0.05%
715
190
$148K 0.05%
450
191
$147K 0.05%
14,700
192
$147K 0.05%
2,879
193
$147K 0.05%
2,890
194
$147K 0.05%
6,457
+500
195
$143K 0.05%
1,690
+1,355
196
$142K 0.05%
6,410
197
$142K 0.05%
609
198
$142K 0.05%
3,071
199
$140K 0.05%
5,063
200
$138K 0.05%
940
+40
6 7
8
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