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
TFC icon
426
Truist Financial
TFC
$57.1B
$6.11K ﹤0.01%
142
+65
MSI icon
427
Motorola Solutions
MSI
$74B
$5.89K ﹤0.01%
14
SIRI icon
428
SiriusXM
SIRI
$7.28B
$5.33K ﹤0.01%
+232
HUBB icon
429
Hubbell
HUBB
$23.1B
$5.31K ﹤0.01%
13
IP icon
430
International Paper
IP
$25.4B
$4.68K ﹤0.01%
100
GNK icon
431
Genco Shipping & Trading
GNK
$699M
$4.58K ﹤0.01%
350
AIRR icon
432
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.72B
$4.48K ﹤0.01%
55
WLKP icon
433
Westlake Chemical Partners
WLKP
$692M
$4.42K ﹤0.01%
200
NGG icon
434
National Grid
NGG
$76.6B
$4.32K ﹤0.01%
58
-2
TLH icon
435
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$4.17K ﹤0.01%
41
NWL icon
436
Newell Brands
NWL
$2.13B
$4.05K ﹤0.01%
750
-78
LRCX icon
437
Lam Research
LRCX
$198B
$3.99K ﹤0.01%
41
SCI icon
438
Service Corp International
SCI
$11.5B
$3.91K ﹤0.01%
48
PEG icon
439
Public Service Enterprise Group
PEG
$41.6B
$3.79K ﹤0.01%
45
BSV icon
440
Vanguard Short-Term Bond ETF
BSV
$39B
$3.78K ﹤0.01%
48
SWBI icon
441
Smith & Wesson
SWBI
$451M
$3.68K ﹤0.01%
+424
DOV icon
442
Dover
DOV
$24.4B
$3.67K ﹤0.01%
20
CLX icon
443
Clorox
CLX
$14.1B
$3.6K ﹤0.01%
30
CALF icon
444
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.04B
$3.58K ﹤0.01%
90
EXR icon
445
Extra Space Storage
EXR
$31.7B
$3.24K ﹤0.01%
22
MNKD icon
446
MannKind Corp
MNKD
$1.66B
$2.62K ﹤0.01%
700
BIPC icon
447
Brookfield Infrastructure
BIPC
$5.27B
$2.54K ﹤0.01%
61
BIIB icon
448
Biogen
BIIB
$22.1B
$2.51K ﹤0.01%
20
AWK icon
449
American Water Works
AWK
$26.9B
$2.5K ﹤0.01%
18
LIT icon
450
Global X Lithium & Battery Tech ETF
LIT
$1.36B
$2.5K ﹤0.01%
65