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
$122M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$458K
3
+$426K
4
MMC icon
Marsh & McLennan
MMC
+$364K
5
EPM icon
Evolution Petroleum
EPM
+$362K

Top Sells

1
+$697K
2
+$398K
3
+$324K
4
GLW icon
Corning
GLW
+$302K
5
LMT icon
Lockheed Martin
LMT
+$289K

Sector Composition

1 Technology 17.38%
2 Financials 14.51%
3 Real Estate 12.68%
4 Healthcare 12.66%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$66K 0.05%
+656
302
$66K 0.05%
+4,743
303
$66K 0.05%
+1,063
304
$65K 0.05%
+2,261
305
$65K 0.05%
623
-370
306
$65K 0.05%
+761
307
$64K 0.05%
278
308
$61K 0.05%
3,343
309
$61K 0.05%
+2,785
310
$60K 0.05%
511
311
$59K 0.05%
+2,228
312
$59K 0.05%
38,821
313
$58K 0.05%
1,589
314
$57K 0.05%
665
-218
315
$57K 0.05%
1,604
316
$57K 0.05%
501
317
$56K 0.05%
732
-251
318
$56K 0.05%
+1,056
319
$55K 0.04%
+525
320
$55K 0.04%
794
321
$53K 0.04%
+662
322
$53K 0.04%
1,532
323
$53K 0.04%
634
324
$53K 0.04%
1,866
-472
325
$53K 0.04%
+1,340
11 12
13
14 15