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
GERN icon
451
Geron
GERN
$817M
$2.45K ﹤0.01%
1,736
SLB icon
452
SLB Ltd
SLB
$54B
$2.43K ﹤0.01%
72
BKSY icon
453
BlackSky Technology
BKSY
$827M
$2.37K ﹤0.01%
115
ZTS icon
454
Zoetis
ZTS
$65.4B
$2.34K ﹤0.01%
+15
FTNT icon
455
Fortinet
FTNT
$65.4B
$2.11K ﹤0.01%
20
IEP icon
456
Icahn Enterprises
IEP
$4.67B
$2.07K ﹤0.01%
257
+15
CRDO icon
457
Credo Technology Group
CRDO
$26.8B
$2.04K ﹤0.01%
22
QUAL icon
458
iShares MSCI USA Quality Factor ETF
QUAL
$54.7B
$2.01K ﹤0.01%
11
DBRG icon
459
DigitalBridge
DBRG
$2.32B
$1.94K ﹤0.01%
187
CREX icon
460
Creative Realities
CREX
$33.3M
$1.92K ﹤0.01%
570
IPG icon
461
Interpublic Group of Companies
IPG
$9.93B
$1.86K ﹤0.01%
76
PINS icon
462
Pinterest
PINS
$24B
$1.79K ﹤0.01%
+50
XIFR
463
XPLR Infrastructure LP
XIFR
$963M
$1.76K ﹤0.01%
215
AVY icon
464
Avery Dennison
AVY
$14.1B
$1.75K ﹤0.01%
10
TROW icon
465
T. Rowe Price
TROW
$23.1B
$1.64K ﹤0.01%
17
-550
IYW icon
466
iShares US Technology ETF
IYW
$23.3B
$1.56K ﹤0.01%
9
AEM icon
467
Agnico Eagle Mines
AEM
$77.9B
$1.43K ﹤0.01%
+12
CRI icon
468
Carter's
CRI
$1.2B
$1.26K ﹤0.01%
+42
SHOP icon
469
Shopify
SHOP
$228B
$1.15K ﹤0.01%
+10
DKNG icon
470
DraftKings
DKNG
$16.4B
$1.07K ﹤0.01%
25
AOUT icon
471
American Outdoor Brands
AOUT
$93M
$961 ﹤0.01%
+92
EMN icon
472
Eastman Chemical
EMN
$7.32B
$896 ﹤0.01%
12
RIVN icon
473
Rivian
RIVN
$16.3B
$687 ﹤0.01%
50
VTRS icon
474
Viatris
VTRS
$12.1B
$607 ﹤0.01%
68
GEHC icon
475
GE HealthCare
GEHC
$35.8B
$593 ﹤0.01%
8