ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$339M
1-Year Est. Return
23.87%
1 Year Est. Return
+23.87%
AUM
$339M
AUM Growth
+$10.4M
(+3.2%)
Holding
491
Top Buys
| 1 | +$2.26M | |
| 2 | +$1.74M | |
| 3 | +$1.42M | |
| 4 |
Caterpillar
CAT
|
+$622K |
| 5 |
Exxon Mobil
XOM
|
+$619K |
Top Sells
| 1 | +$456K | |
| 2 | +$441K | |
| 3 | +$433K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$393K |
| 5 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$390K |
Sector Composition
| 1 | Technology | 21.79% |
| 2 | Financials | 9.46% |
| 3 | Consumer Discretionary | 7.74% |
| 4 | Communication Services | 7.51% |
| 5 | Healthcare | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Kohl's
KSS
$1.99B
| $102 | ﹤0.01% |
5
|
|
||
477
FMC
FMC
$2B
| $69 | ﹤0.01% |
+5
|
|
||
478
Beyond Meat
BYND
$424M
| $62 | ﹤0.01% |
75
|
|
||
479
Weyerhaeuser
WY
$19.3B
| – | – |
-489
|
|
||
480
Workhorse Group
WKHS
$45.1M
| – | – |
0
|
|
||
481
Constellation Brands
STZ
$27.9B
| – | – |
-100
|
|
||
482
Papa John's
PZZA
$1.23B
| – | – |
-359
|
|
||
483
Motorola Solutions
MSI
$66.2B
| – | – |
-14
|
|
||
484
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
| – | – |
-72
|
|
||
485
Global X Lithium & Battery Tech ETF
LIT
$1.72B
| – | – |
-65
|
|
||
486
International Paper
IP
$22.1B
| – | – |
-100
|
|
||
487
Fortive
FTV
$17.4B
| – | – |
-301
|
|
||
488
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
| – | – |
-155
|
|
||
489
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.62B
| – | – |
-90
|
|
||
490
Ameriprise Financial
AMP
$47.2B
| – | – |
-20
|
|
||
491
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.66B
| – | – |
-55
|
|