We are live on ! Find out more
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
IDXX icon
351
Idexx Laboratories
IDXX
$44.3B
$23.6K 0.01%
42
MRVL icon
352
Marvell Technology
MRVL
$253B
$23.6K 0.01%
238
LKFN icon
353
Lakeland Financial Corp
LKFN
$1.49B
$23K 0.01%
400
RBLX icon
354
Roblox
RBLX
$30.3B
$22.6K 0.01%
400
P
355
Everpure Inc
P
$24.5B
$22.1K 0.01%
375
FANG icon
356
Diamondback Energy
FANG
$55.8B
$21.8K 0.01%
110
VCIT icon
357
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$21.5K 0.01%
260
KEYS icon
358
Keysight
KEYS
$56.7B
$20.3K 0.01%
72
BIP icon
359
Brookfield Infrastructure Partners
BIP
$17.8B
$20.3K 0.01%
562
CGGO icon
360
Capital Group Global Growth Equity ETF
CGGO
$11B
$20.2K 0.01%
605
KEY icon
361
KeyCorp
KEY
$23.6B
$20.1K 0.01%
1,000
DGRW icon
362
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$19.9K 0.01%
227
FDRR icon
363
Fidelity Dividend ETF for Rising Rates
FDRR
$718M
$19.6K 0.01%
+334
MP icon
364
MP Materials
MP
$10.3B
$19.3K 0.01%
400
AGOX icon
365
Adaptive Alpha Opportunities ETF
AGOX
$388M
$19.3K 0.01%
+724
ROK icon
366
Rockwell Automation
ROK
$50.3B
$19K 0.01%
53
KTF
367
DWS Municipal Income Trust
KTF
$356M
$18.5K 0.01%
2,028
NVO
368
Novo Nordisk
NVO
$182B
$18K 0.01%
491
RFIL icon
369
RF Industries
RFIL
$180M
$17.3K 0.01%
1,675
PCRX icon
370
Pacira BioSciences
PCRX
$899M
$17.2K 0.01%
760
SNA icon
371
Snap-on
SNA
$19.7B
$17.1K 0.01%
47
DOW icon
372
Dow Inc
DOW
$24.6B
$16.9K 0.01%
405
EXE
373
Expand Energy Corp
EXE
$21.6B
$16.5K 0.01%
150
BDX icon
374
Becton Dickinson
BDX
$41.3B
$16.4K 0.01%
104
THRO
375
iShares U.S. Thematic Rotation Active ETF
THRO
$6.57B
$16.3K 0.01%
+451