ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$542K
3
+$353K
4
AAPL icon
Apple
AAPL
+$294K
5
PHX
PHX Minerals
PHX
+$246K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
DUK icon
Duke Energy
DUK
+$432K
5
CMCSA icon
Comcast
CMCSA
+$408K

Sector Composition

1 Technology 15.6%
2 Healthcare 13.74%
3 Financials 13.27%
4 Industrials 11.03%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.1%
8,633
227
$114K 0.1%
996
228
$113K 0.1%
3,596
229
$113K 0.1%
1,344
+475
230
$113K 0.1%
722
231
$112K 0.1%
13,510
232
$112K 0.1%
1,828
233
$110K 0.09%
+1,493
234
$110K 0.09%
+1,993
235
$109K 0.09%
1,515
236
$109K 0.09%
1,743
237
$108K 0.09%
+2,864
238
$107K 0.09%
+1,140
239
$107K 0.09%
6,731
240
$107K 0.09%
14,310
241
$106K 0.09%
+1,138
242
$106K 0.09%
+3,429
243
$105K 0.09%
1,662
244
$105K 0.09%
2,215
245
$105K 0.09%
1,992
246
$104K 0.09%
11,264
247
$103K 0.09%
5,604
248
$102K 0.09%
2,408
249
$102K 0.09%
2,566
250
$100K 0.09%
5,251
8 9
10
11 12