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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$1M
3
+$800K
4
ADI icon
Analog Devices
ADI
+$783K
5
CAT icon
Caterpillar
CAT
+$690K

Top Sells

1
+$1.19M
2
+$1.07M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$965K
5
ORCL icon
Oracle
ORCL
+$925K

Sector Composition

1 Technology 20.14%
2 Financials 9.24%
3 Consumer Discretionary 7.74%
4 Healthcare 7.29%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOLS
226
Solstice Advanced Materials
SOLS
$12.8B
$105K 0.03%
1,384
-21
CL icon
227
Colgate-Palmolive
CL
$68.9B
$105K 0.03%
1,235
+50
EFV icon
228
iShares MSCI EAFE Value ETF
EFV
$26.2B
$105K 0.03%
1,406
+424
CB icon
229
Chubb
CB
$125B
$102K 0.03%
313
MDY icon
230
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$101K 0.03%
164
EFG icon
231
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$99.6K 0.03%
894
+183
CTSH icon
232
Cognizant
CTSH
$25.1B
$99K 0.03%
1,613
WMB icon
233
Williams Companies
WMB
$87.6B
$96.2K 0.03%
1,322
HPQ icon
234
HP
HPQ
$23.2B
$96K 0.03%
5,000
BP icon
235
BP
BP
$113B
$95.6K 0.03%
2,034
CLH icon
236
Clean Harbors
CLH
$14.7B
$94.6K 0.03%
330
TXN icon
237
Texas Instruments
TXN
$265B
$94K 0.03%
484
XLI icon
238
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
$93K 0.03%
575
CI icon
239
Cigna
CI
$76.6B
$92.3K 0.03%
346
-11
RMD icon
240
ResMed
RMD
$28B
$89.8K 0.03%
400
SNY icon
241
Sanofi
SNY
$105B
$89K 0.03%
1,848
WELL icon
242
Welltower
WELL
$141B
$89K 0.03%
+450
LMUB
243
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$87.4K 0.03%
+1,750
SCZ icon
244
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$85.4K 0.03%
1,089
GILD icon
245
Gilead Sciences
GILD
$159B
$85K 0.03%
610
AHR icon
246
American Healthcare REIT
AHR
$9.45B
$83.1K 0.03%
1,762
-250
XLF icon
247
State Street Financial Select Sector SPDR ETF
XLF
$48.7B
$81.4K 0.03%
1,649
COIN icon
248
Coinbase
COIN
$42.7B
$81.2K 0.03%
465
-125
GEL icon
249
Genesis Energy
GEL
$1.89B
$80.2K 0.02%
4,500
IJJ icon
250
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
$79.5K 0.02%
600
8 9
10
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