Portfolio (Quarterly)
Guide ↗
Indiana Trust & Investment Management Co
· CIK 0001356407| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PZZA | Papa Johns Intl Inc | Consumer Cyclical | 359 | $17K | 0.01% | SOLD |
| 2 | FTV | Fortive Corp | Technology | 301 | $15K | 0.00% | SOLD |
| 3 | STZ | Constellation Brands Inc Cl A | Consumer Defensive | 100 | $13K | 0.00% | SOLD |
| 4 | WY | Weyerhaeuser Corp Com | Real Estate | 489 | $12K | 0.00% | SOLD |
| 5 | AMP | Ameriprise Finl Inc Com | Financial Services | 20 | $10K | 0.00% | SOLD |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | — | 155 | $9K | 0.00% | SOLD |
| 7 | MOAT | VanEck Morningstar Wide Moat ETF | — | 72 | $7K | 0.00% | SOLD |
| 8 | MSI | Motorola Solutions Inc | Technology | 14 | $6K | 0.00% | SOLD |
| 9 | AIRR | First Trust RBA Amer Indst Ren ETF | — | 55 | $5K | 0.00% | SOLD |
| 10 | IP | International Paper Co Com | Consumer Cyclical | 100 | $5K | 0.00% | SOLD |
| 11 | CALF | Pacer US Small Cap Cash Cows 100 ETF | — | 90 | $4K | 0.00% | SOLD |
| 12 | LIT | Global X Lithium & Battery Tech ETF | — | 65 | $4K | 0.00% | SOLD |
| 13 | UL | Unilever PLC ADR | Consumer Defensive | 60 | $4K | 0.00% | SOLD |
| 14 | WKHS | Workhorse Group Inc | Consumer Cyclical | 1 | $1.0 | — | SOLD |
Sector Allocation
Technology
28.0%
Financial Services
27.4%
Consumer Cyclical
10.0%
Communication Services
9.7%
Healthcare
9.6%
Industrials
6.3%
Consumer Defensive
5.2%
Energy
2.0%
Utilities
1.2%
Basic Materials
0.3%