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
$302M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$631K
2 +$423K
3 +$346K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$341K
5
AMZN icon
Amazon
AMZN
+$215K

Top Sells

1 +$687K
2 +$405K
3 +$265K
4
FCX icon
Freeport-McMoran
FCX
+$220K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$220K

Sector Composition

1 Technology 21.43%
2 Financials 9.3%
3 Consumer Discretionary 8.22%
4 Healthcare 6.9%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CCJ icon
301
Cameco
CCJ
$46.5B
$37.1K 0.01%
500
EWC icon
302
iShares MSCI Canada ETF
EWC
$3.42B
$37K 0.01%
800
ERTH icon
303
Invesco MSCI Sustainable Future ETF
ERTH
$151M
$37K 0.01%
870
IXUS icon
304
iShares Core MSCI Total International Stock ETF
IXUS
$51B
$36.7K 0.01%
+475
ALC icon
305
Alcon
ALC
$37B
$36.5K 0.01%
414
SPSB icon
306
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.95B
$36.5K 0.01%
1,210
IDXX icon
307
Idexx Laboratories
IDXX
$50.8B
$35.9K 0.01%
67
+25
XLP icon
308
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$35.5K 0.01%
439
GSK icon
309
GSK
GSK
$87.8B
$35.5K 0.01%
925
KIDS icon
310
OrthoPediatrics
KIDS
$424M
$34.7K 0.01%
1,616
APH icon
311
Amphenol
APH
$168B
$34.6K 0.01%
+350
FRME icon
312
First Merchants
FRME
$2.09B
$34.5K 0.01%
902
NVO icon
313
Novo Nordisk
NVO
$231B
$33.9K 0.01%
491
COKE icon
314
Coca-Cola Consolidated
COKE
$11.1B
$33.5K 0.01%
300
MMC icon
315
Marsh & McLennan
MMC
$89.6B
$33K 0.01%
151
WBA
316
DELISTED
Walgreens Boots Alliance
WBA
$32.7K 0.01%
2,850
DRLL icon
317
Strive US Energy ETF
DRLL
$254M
$30.9K 0.01%
1,140
-1,715
IEF icon
318
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$30.5K 0.01%
318
+169
MTZ icon
319
MasTec
MTZ
$16.7B
$29.8K 0.01%
175
C icon
320
Citigroup
C
$181B
$28.9K 0.01%
340
HSY icon
321
Hershey
HSY
$36.5B
$27.4K 0.01%
165
EZU icon
322
iShare MSCI Eurozone ETF
EZU
$8.09B
$27.2K 0.01%
458
IGM icon
323
iShares Expanded Tech Sector ETF
IGM
$10.1B
$26.6K 0.01%
237
HAL icon
324
Halliburton
HAL
$22.4B
$26.5K 0.01%
1,300
DLR icon
325
Digital Realty Trust
DLR
$59.7B
$26.1K 0.01%
150