ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $69.3M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$380K
3
+$306K
4
MDT icon
Medtronic
MDT
+$257K
5
GEOS icon
Geospace Technologies
GEOS
+$250K

Top Sells

1
+$843K
2
+$662K
3
+$599K
4
WFC icon
Wells Fargo
WFC
+$518K
5
AGN
Allergan Inc
AGN
+$480K

Sector Composition

1 Healthcare 15.19%
2 Technology 14.55%
3 Financials 12.06%
4 Industrials 10.75%
5 Energy 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.04%
1,243
327
$44K 0.04%
1,127
328
$43K 0.04%
+1,629
329
$43K 0.04%
1,220
330
$42K 0.04%
693
331
$42K 0.04%
1,784
332
$42K 0.04%
1,318
333
$42K 0.04%
586
334
$39K 0.03%
642
335
$39K 0.03%
334
336
$39K 0.03%
508
337
$38K 0.03%
883
338
$37K 0.03%
1,595
339
$37K 0.03%
1,355
340
$35K 0.03%
+563
341
$33K 0.03%
5,681
342
$33K 0.03%
923
343
$33K 0.03%
388
344
$32K 0.03%
+1,703
345
$31K 0.03%
1,462
346
$31K 0.03%
1,573
347
$30K 0.03%
8,769
348
$28K 0.02%
3,561
349
$28K 0.02%
+1,000
350
$27K 0.02%
560
12 13
14
15 16