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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
SDY icon
101
State Street SPDR S&P Dividend ETF
SDY
$21B
$506K 0.16%
3,469
GVI icon
102
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$496K 0.15%
4,652
WFC icon
103
Wells Fargo
WFC
$248B
$491K 0.15%
6,170
+390
HD icon
104
Home Depot
HD
$309B
$484K 0.15%
1,473
PLTR icon
105
Palantir
PLTR
$327B
$481K 0.15%
3,285
-240
SYY icon
106
Sysco
SYY
$36.6B
$477K 0.15%
6,694
-300
PFE icon
107
Pfizer
PFE
$146B
$468K 0.14%
16,653
+315
EEM icon
108
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$458K 0.14%
8,056
NKE icon
109
Nike
NKE
$64B
$446K 0.14%
8,444
-425
ITW icon
110
Illinois Tool Works
ITW
$72.6B
$444K 0.14%
1,706
QCOM icon
111
Qualcomm
QCOM
$230B
$431K 0.13%
3,348
-2,267
VNQ icon
112
Vanguard Real Estate ETF
VNQ
$37B
$418K 0.13%
4,715
-110
RTX icon
113
RTX Corp
RTX
$241B
$418K 0.13%
2,168
-80
RSP icon
114
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$417K 0.13%
2,172
-174
EMR icon
115
Emerson Electric
EMR
$77.9B
$414K 0.13%
3,159
-255
UNP icon
116
Union Pacific
UNP
$160B
$412K 0.13%
1,700
IJK icon
117
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$409K 0.13%
4,067
BIV icon
118
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$409K 0.13%
5,300
DIS icon
119
Walt Disney
DIS
$172B
$406K 0.13%
4,212
-218
GWW icon
120
W.W. Grainger
GWW
$61.6B
$404K 0.12%
370
PRU icon
121
Prudential Financial
PRU
$36B
$400K 0.12%
4,092
ITOT icon
122
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$393K 0.12%
2,758
KO icon
123
Coca-Cola
KO
$342B
$391K 0.12%
5,146
+1,000
MDT icon
124
Medtronic
MDT
$104B
$385K 0.12%
4,440
-7
MSTB icon
125
LHA Market State Tactical Beta ETF
MSTB
$193M
$383K 0.12%
10,000
3 4
5
6 7