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
201
$135K 0.05%
1,453
+145
202
$134K 0.05%
507
203
$133K 0.05%
6,203
204
$133K 0.05%
435
205
$132K 0.05%
2,000
206
$131K 0.05%
827
207
$126K 0.05%
3,425
208
$123K 0.04%
1,613
209
$123K 0.04%
1,623
-150
210
$121K 0.04%
1,100
211
$115K 0.04%
1,702
212
$114K 0.04%
688
213
$112K 0.04%
1,933
214
$111K 0.04%
1,521
215
$111K 0.04%
1,185
216
$111K 0.04%
180
217
$108K 0.04%
406
218
$107K 0.04%
1,782
219
$106K 0.04%
1,403
-4
220
$106K 0.04%
1,625
221
$106K 0.04%
589
222
$106K 0.04%
1,743
223
$105K 0.04%
2,143
224
$103K 0.04%
1,900
225
$102K 0.04%
1,848
7 8
9
10 11