ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$329M
1-Year Est. Return
21.6%
1 Year Est. Return
+21.6%
AUM
$329M
AUM Growth
+$26.3M
(+8.7%)
Holding
494
Top Buys
| 1 | +$839K | |
| 2 | +$579K | |
| 3 | +$490K | |
| 4 |
Caterpillar
CAT
|
+$422K |
| 5 |
Broadcom
AVGO
|
+$386K |
Top Sells
| 1 | +$562K | |
| 2 | +$426K | |
| 3 | +$405K | |
| 4 |
Microchip Technology
MCHP
|
+$298K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Pinterest
PINS
$23.1B
| – | – |
-50
|
|
||
477
Procept Biorobotics
PRCT
$1.95B
| – | – |
-190
|
|
||
478
Regeneron Pharmaceuticals
REGN
$61.3B
| – | – |
-20
|
|
||
479
Boston Beer
SAM
$2.47B
| – | – |
-33
|
|
||
480
Shopify
SHOP
$225B
| – | – |
-10
|
|
||
481
SiriusXM
SIRI
$7.21B
| – | – |
-232
|
|
||
|
SKX
482
DELISTED
Skechers
SKX
| – | – |
-145
|
|
||
483
Smith & Wesson
SWBI
$454M
| – | – |
-424
|
|
||
484
Skyworks Solutions
SWKS
$11B
| – | – |
-85
|
|
||
485
Truist Financial
TFC
$56.5B
| – | – |
-142
|
|
||
486
Transmedics
TMDX
$4.45B
| – | – |
-80
|
|
||
487
TotalEnergies
TTE
$134B
| – | – |
-101
|
|
||
488
Uber
UBER
$196B
| – | – |
-108
|
|
||
489
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| – | – |
-170
|
|
||
|
WBA
490
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-2,850
|
|
||
491
Wyndham Hotels & Resorts
WH
$5.65B
| – | – |
-107
|
|
||
492
Zoetis
ZTS
$64.7B
| – | – |
-15
|
|
||
|
CNH
493
CNH Industrial
CNH
$13.5B
| – | – |
-845
|
|
||
|
GRAL
494
GRAIL Inc
GRAL
$3.22B
| – | – |
-5
|
|