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
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$839K
2 +$579K
3 +$490K
4
CAT icon
Caterpillar
CAT
+$422K
5
AVGO icon
Broadcom
AVGO
+$386K

Top Sells

1 +$562K
2 +$426K
3 +$405K
4
MCHP icon
Microchip Technology
MCHP
+$298K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APH icon
301
Amphenol
APH
$159B
$43.3K 0.01%
350
DD icon
302
DuPont de Nemours
DD
$17B
$42.8K 0.01%
550
CCJ icon
303
Cameco
CCJ
$39.1B
$41.9K 0.01%
500
ERTH icon
304
Invesco MSCI Sustainable Future ETF
ERTH
$141M
$41.5K 0.01%
870
EWC icon
305
iShares MSCI Canada ETF
EWC
$3.62B
$40.4K 0.01%
800
IXUS icon
306
iShares Core MSCI Total International Stock ETF
IXUS
$51.7B
$39.2K 0.01%
475
MTZ icon
307
MasTec
MTZ
$17.4B
$37.2K 0.01%
175
SPSB icon
308
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$36.7K 0.01%
1,210
COKE icon
309
Coca-Cola Consolidated
COKE
$11.1B
$35.1K 0.01%
300
C icon
310
Citigroup
C
$202B
$34.5K 0.01%
340
XLP icon
311
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$34.4K 0.01%
439
SMR icon
312
NuScale Power
SMR
$4.92B
$34.2K 0.01%
+950
FRME icon
313
First Merchants
FRME
$2.25B
$34K 0.01%
902
DRLL icon
314
Strive US Energy ETF
DRLL
$244M
$32.8K 0.01%
1,140
HAL icon
315
Halliburton
HAL
$23.9B
$32K 0.01%
1,300
PSTG icon
316
Pure Storage
PSTG
$23B
$31.4K 0.01%
375
HSY icon
317
Hershey
HSY
$38.1B
$30.9K 0.01%
165
ALC icon
318
Alcon
ALC
$38.9B
$30.8K 0.01%
414
IEF icon
319
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$30.7K 0.01%
318
MMC icon
320
Marsh & McLennan
MMC
$91.8B
$30.4K 0.01%
151
KIDS icon
321
OrthoPediatrics
KIDS
$451M
$29.9K 0.01%
1,616
IGM icon
322
iShares Expanded Tech Sector ETF
IGM
$8.75B
$29.9K 0.01%
237
GSK icon
323
GSK
GSK
$99.4B
$29.1K 0.01%
675
-250
SLDP icon
324
Solid Power
SLDP
$886M
$29K 0.01%
8,350
EZU icon
325
iShare MSCI Eurozone ETF
EZU
$8.72B
$28.4K 0.01%
458