ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
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
+$1.65M
2
+$628K
3
+$380K
4
AAPL icon
Apple
AAPL
+$322K
5
PHX
PHX Minerals
PHX
+$276K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
CMCSA icon
Comcast
CMCSA
+$434K
5
DUK icon
Duke Energy
DUK
+$432K

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
251
$99K 0.08%
993
252
$99K 0.08%
1,116
253
$98K 0.08%
1,721
254
$98K 0.08%
1,948
+993
255
$97K 0.08%
+1,035
256
$97K 0.08%
1,919
257
$97K 0.08%
2,188
258
$96K 0.08%
1,038
259
$96K 0.08%
11,002
260
$94K 0.08%
2,348
261
$94K 0.08%
1,211
262
$93K 0.08%
3,264
263
$92K 0.08%
2,279
264
$92K 0.08%
696
265
$90K 0.08%
5,232
266
$89K 0.08%
2,219
267
$88K 0.08%
5,946
268
$88K 0.08%
3,223
269
$88K 0.08%
2,549
270
$88K 0.08%
1,848
271
$87K 0.07%
1,680
272
$87K 0.07%
3,397
273
$87K 0.07%
6,198
+186
274
$86K 0.07%
1,326
275
$85K 0.07%
1,177
9 10
11
12 13