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
CEG icon
351
Constellation Energy
CEG
$112B
$19.1K 0.01%
58
IVE icon
352
iShares S&P 500 Value ETF
IVE
$48B
$19K 0.01%
92
KEY icon
353
KeyCorp
KEY
$22.4B
$18.7K 0.01%
1,000
KTF
354
DWS Municipal Income Trust
KTF
$358M
$18.6K 0.01%
2,028
ROK icon
355
Rockwell Automation
ROK
$45.1B
$18.5K 0.01%
53
BIP icon
356
Brookfield Infrastructure Partners
BIP
$16.1B
$18.5K 0.01%
562
IYG icon
357
iShares US Financial Services ETF
IYG
$2.07B
$18K 0.01%
201
PZZA icon
358
Papa John's
PZZA
$1.36B
$17.3K 0.01%
+359
BABA icon
359
Alibaba
BABA
$358B
$16.6K 0.01%
93
FICO icon
360
Fair Isaac
FICO
$43.7B
$16.5K 0.01%
11
FPX icon
361
First Trust US Equity Opportunities ETF
FPX
$1.2B
$16.4K 0.01%
99
AMT icon
362
American Tower
AMT
$84.6B
$16.3K 0.01%
85
SNA icon
363
Snap-on
SNA
$18.3B
$16.3K 0.01%
47
SPTS icon
364
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$16.1K ﹤0.01%
550
PHG icon
365
Philips
PHG
$25.2B
$16K ﹤0.01%
588
EXE
366
Expand Energy Corp
EXE
$26.9B
$15.9K ﹤0.01%
150
FNF icon
367
Fidelity National Financial
FNF
$15.6B
$15.9K ﹤0.01%
263
GXC icon
368
SPDR S&P China ETF
GXC
$492M
$15.7K ﹤0.01%
150
FANG icon
369
Diamondback Energy
FANG
$44.1B
$15.7K ﹤0.01%
110
DAR icon
370
Darling Ingredients
DAR
$5.79B
$15.4K ﹤0.01%
500
FTV icon
371
Fortive
FTV
$17.4B
$14.7K ﹤0.01%
301
CAG icon
372
Conagra Brands
CAG
$8.58B
$14.6K ﹤0.01%
800
VBK icon
373
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$14.3K ﹤0.01%
48
IJS icon
374
iShares S&P Small-Cap 600 Value ETF
IJS
$6.87B
$14.2K ﹤0.01%
128
SHY icon
375
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$14.1K ﹤0.01%
170