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
276
$83K 0.07%
1,294
277
$83K 0.07%
7,909
278
$83K 0.07%
462
279
$82K 0.07%
1,604
280
$82K 0.07%
2,920
281
$81K 0.07%
2,261
282
$81K 0.07%
686
283
$80K 0.07%
3,910
284
$80K 0.07%
3,025
-14,300
285
$78K 0.07%
1,524
286
$77K 0.07%
2,842
287
$76K 0.06%
1,058
288
$76K 0.06%
1,451
289
$75K 0.06%
5,768
290
$75K 0.06%
3,267
291
$75K 0.06%
2,125
292
$75K 0.06%
1,227
293
$74K 0.06%
3,274
-2,350
294
$73K 0.06%
980
295
$72K 0.06%
771
-310
296
$72K 0.06%
1,009
297
$71K 0.06%
785
298
$71K 0.06%
2,187
299
$71K 0.06%
708
300
$71K 0.06%
900
-700
10 11
12
13 14