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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
FELE icon
301
Franklin Electric
FELE
$4.42B
$46.1K 0.01%
500
DRLL icon
302
Strive US Energy ETF
DRLL
$291M
$45K 0.01%
1,140
DYNF icon
303
BlackRock US Equity Factor Rotation ETF
DYNF
$36.1B
$43.9K 0.01%
+755
EWC icon
304
iShares MSCI Canada ETF
EWC
$5.64B
$43.8K 0.01%
800
IGPT icon
305
Invesco AI and Next Gen Software ETF
IGPT
$1.17B
$41.5K 0.01%
715
ERTH icon
306
Invesco MSCI Sustainable Future ETF
ERTH
$141M
$41.2K 0.01%
870
NEAR icon
307
iShares Short Maturity Bond ETF
NEAR
$4.57B
$40.4K 0.01%
794
IVE icon
308
iShares S&P 500 Value ETF
IVE
$47.4B
$40.3K 0.01%
191
+99
IGIB icon
309
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$39.5K 0.01%
742
RVMD icon
310
Revolution Medicines
RVMD
$31.6B
$38.9K 0.01%
400
STM icon
311
STMicroelectronics
STM
$66.7B
$38.9K 0.01%
1,125
-1,125
C icon
312
Citigroup
C
$227B
$38.6K 0.01%
340
RELX icon
313
RELX
RELX
$60.8B
$37.3K 0.01%
1,126
GSK icon
314
GSK
GSK
$102B
$37.3K 0.01%
675
DRI icon
315
Darden Restaurants
DRI
$22.4B
$37.2K 0.01%
190
-75
SPSB icon
316
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$36.4K 0.01%
1,210
FRME icon
317
First Merchants
FRME
$2.52B
$34.9K 0.01%
902
HSY icon
318
Hershey
HSY
$35.7B
$34.3K 0.01%
165
ITA icon
319
iShares US Aerospace & Defense ETF
ITA
$13.7B
$33.9K 0.01%
155
+30
QUAL icon
320
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$33.8K 0.01%
176
+165
UPS icon
321
United Parcel Service
UPS
$91.5B
$33K 0.01%
335
-45
MPC icon
322
Marathon Petroleum
MPC
$77.7B
$31.7K 0.01%
130
Q
323
Qnity Electronics Inc
Q
$30.2B
$31.6K 0.01%
274
COHR icon
324
Coherent
COHR
$78.6B
$31K 0.01%
130
DAR icon
325
Darling Ingredients
DAR
$9.28B
$30.9K 0.01%
500
11 12
13
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