ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$410K
3
+$373K
4
NVDA icon
NVIDIA
NVDA
+$339K
5
CSX icon
CSX Corp
CSX
+$336K

Top Sells

1
+$1.21M
2
+$699K
3
+$643K
4
FRME icon
First Merchants
FRME
+$547K
5
FI icon
Fiserv
FI
+$405K

Sector Composition

1 Technology 11.83%
2 Consumer Discretionary 9.06%
3 Financials 8.79%
4 Healthcare 7.71%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 5.06%
71,109
-4,545
2
$6.96M 3.5%
77,395
-2,360
3
$6.17M 3.1%
25,514
4
$4.99M 2.51%
37,340
-2,600
5
$3.84M 1.93%
23,455
-1,654
6
$3.22M 1.62%
13,935
-3,027
7
$3.15M 1.58%
28,992
-3,734
8
$2.79M 1.4%
31,961
-2,784
9
$2.78M 1.4%
9,876
-1,328
10
$2.55M 1.28%
7,508
-890
11
$2.3M 1.16%
5,127
-585
12
$2.29M 1.15%
11,315
-100
13
$2.15M 1.08%
2,564
-244
14
$1.93M 0.97%
13,301
-2,264
15
$1.83M 0.92%
10,839
-108
16
$1.82M 0.92%
8,190
-438
17
$1.82M 0.91%
12,987
-724
18
$1.76M 0.89%
26,667
-1,442
19
$1.73M 0.87%
10,718
+12
20
$1.72M 0.86%
11,407
-1,349
21
$1.65M 0.83%
90,638
-3,900
22
$1.63M 0.82%
34,459
-25,593
23
$1.53M 0.77%
9,320
+1,000
24
$1.45M 0.73%
6,027
-412
25
$1.3M 0.65%
12,052
-144
1
2 3 4 5