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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
ADM icon
201
Archer Daniels Midland
ADM
$38.7B
$131K 0.04%
1,804
VEU icon
202
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$131K 0.04%
1,743
MMM icon
203
3M
MMM
$80.2B
$131K 0.04%
900
-40
THO icon
204
Thor Industries
THO
$4.03B
$130K 0.04%
1,623
PAYX icon
205
Paychex
PAYX
$35.4B
$126K 0.04%
1,366
AGG icon
206
iShares Core US Aggregate Bond ETF
AGG
$136B
$125K 0.04%
1,259
EES icon
207
WisdomTree US SmallCap Earnings Fund
EES
$688M
$124K 0.04%
2,143
LIN icon
208
Linde
LIN
$232B
$124K 0.04%
250
-15
PM icon
209
Philip Morris
PM
$274B
$124K 0.04%
747
-80
SCHH icon
210
Schwab US REIT ETF
SCHH
$9.99B
$122K 0.04%
5,683
UNH icon
211
UnitedHealth
UNH
$369B
$119K 0.04%
441
-495
SCHW icon
212
Charles Schwab
SCHW
$153B
$119K 0.04%
1,267
HPE icon
213
Hewlett Packard
HPE
$66B
$119K 0.04%
5,000
O icon
214
Realty Income
O
$56B
$118K 0.04%
1,933
ENB icon
215
Enbridge
ENB
$121B
$116K 0.04%
2,142
-11
KMB icon
216
Kimberly-Clark
KMB
$32.4B
$115K 0.04%
1,188
-150
CME icon
217
CME Group
CME
$91.1B
$114K 0.04%
386
IBIT icon
218
iShares Bitcoin Trust
IBIT
$49B
$114K 0.04%
2,955
IEMG icon
219
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$111K 0.03%
1,592
+488
PRFZ icon
220
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.67B
$109K 0.03%
2,380
IEFA icon
221
iShares Core MSCI EAFE ETF
IEFA
$183B
$108K 0.03%
1,193
KMI icon
222
Kinder Morgan
KMI
$69.6B
$107K 0.03%
3,200
MCHI icon
223
iShares MSCI China ETF
MCHI
$6.2B
$107K 0.03%
1,900
FITB
224
Fifth Third Bancorp
FITB
$47.1B
$106K 0.03%
2,276
PANW icon
225
Palo Alto Networks
PANW
$217B
$105K 0.03%
658
-1,278
7 8
9
10 11