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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
INTU icon
251
Intuit
INTU
$83.6B
$77.8K 0.02%
180
VOT icon
252
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$75.4K 0.02%
293
CHD icon
253
Church & Dwight Co
CHD
$22.6B
$74.7K 0.02%
800
XLV icon
254
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$74.6K 0.02%
509
TT icon
255
Trane Technologies
TT
$101B
$74.6K 0.02%
179
VLO icon
256
Valero Energy
VLO
$76.7B
$74.1K 0.02%
300
-92
EXC icon
257
Exelon
EXC
$45.8B
$73.5K 0.02%
1,499
VIOG icon
258
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$989M
$72.9K 0.02%
586
SPG icon
259
Simon Property Group
SPG
$67.2B
$72.7K 0.02%
390
NFLX icon
260
Netflix
NFLX
$348B
$72.6K 0.02%
755
-265
MAS icon
261
Masco
MAS
$13.9B
$72.4K 0.02%
1,200
GABC icon
262
German American Bancorp
GABC
$1.67B
$72.2K 0.02%
1,728
VTWO icon
263
Vanguard Russell 2000 ETF
VTWO
$16.5B
$72.1K 0.02%
720
MFC icon
264
Manulife Financial
MFC
$64.9B
$71.6K 0.02%
2,078
BEPC icon
265
Brookfield Renewable
BEPC
$7.03B
$68.1K 0.02%
1,711
EWJ icon
266
iShares MSCI Japan ETF
EWJ
$21.5B
$67.6K 0.02%
800
MDLZ icon
267
Mondelez International
MDLZ
$79.1B
$65.9K 0.02%
1,143
-40
EW icon
268
Edwards Lifesciences
EW
$49.4B
$65.3K 0.02%
815
PYPL icon
269
PayPal
PYPL
$36.4B
$65.2K 0.02%
1,441
MCHP icon
270
Microchip Technology
MCHP
$49.5B
$64.5K 0.02%
999
ADP icon
271
Automatic Data Processing
ADP
$91.6B
$63.8K 0.02%
314
-14
FCX icon
272
Freeport-McMoran
FCX
$91.9B
$63.8K 0.02%
1,085
+775
ECL icon
273
Ecolab
ECL
$72.4B
$63.6K 0.02%
239
SNDK
274
Sandisk
SNDK
$243B
$63.5K 0.02%
+100
PCAR icon
275
PACCAR
PCAR
$62.3B
$62.7K 0.02%
543
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