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
DGRW icon
326
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$26K 0.01%
310
MCK icon
327
McKesson
MCK
$101B
$25.6K 0.01%
35
WAT icon
328
Waters Corp
WAT
$20.9B
$25.5K 0.01%
73
DOW icon
329
Dow Inc
DOW
$18.3B
$25.2K 0.01%
950
-197
ETG
330
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$25.1K 0.01%
1,200
ALL icon
331
Allstate
ALL
$50.9B
$25K 0.01%
124
LKFN icon
332
Lakeland Financial Corp
LKFN
$1.5B
$24.6K 0.01%
400
CGGR icon
333
Capital Group Growth ETF
CGGR
$17B
$24.5K 0.01%
602
IGSB icon
334
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$24.3K 0.01%
+461
BTCW icon
335
WisdomTree Bitcoin Fund
BTCW
$178M
$23.6K 0.01%
207
+47
MRVL icon
336
Marvell Technology
MRVL
$76.5B
$23.6K 0.01%
305
+238
ITA icon
337
iShares US Aerospace & Defense ETF
ITA
$12B
$23.6K 0.01%
125
QQQM icon
338
Invesco NASDAQ 100 ETF
QQQM
$65.9B
$22.7K 0.01%
100
VRTX icon
339
Vertex Pharmaceuticals
VRTX
$108B
$22.3K 0.01%
+50
CGDV icon
340
Capital Group Dividend Value ETF
CGDV
$22.7B
$22.1K 0.01%
560
MPC icon
341
Marathon Petroleum
MPC
$59.7B
$21.6K 0.01%
130
PSTG icon
342
Pure Storage
PSTG
$31.4B
$21.6K 0.01%
375
FICO icon
343
Fair Isaac
FICO
$40.4B
$20.1K 0.01%
+11
CGGO icon
344
Capital Group Global Growth Equity ETF
CGGO
$7.58B
$19.3K 0.01%
605
DAR icon
345
Darling Ingredients
DAR
$5.45B
$19K 0.01%
500
BIP icon
346
Brookfield Infrastructure Partners
BIP
$15.9B
$18.8K 0.01%
562
AMT icon
347
American Tower
AMT
$88.8B
$18.8K 0.01%
85
-150
CEG icon
348
Constellation Energy
CEG
$122B
$18.7K 0.01%
58
SLDP icon
349
Solid Power
SLDP
$1.06B
$18.3K 0.01%
8,350
PCRX icon
350
Pacira BioSciences
PCRX
$958M
$18.2K 0.01%
760