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
326
$55K 0.05%
568
327
$54K 0.05%
+946
328
$54K 0.05%
833
329
$54K 0.05%
750
330
$54K 0.05%
2,819
331
$53K 0.05%
7,153
332
$53K 0.05%
5,525
333
$53K 0.05%
930
334
$53K 0.05%
1,159
335
$51K 0.04%
776
336
$51K 0.04%
1,771
337
$50K 0.04%
1,250
338
$50K 0.04%
4,874
339
$50K 0.04%
1,318
340
$50K 0.04%
1,220
341
$48K 0.04%
2,693
342
$48K 0.04%
1,829
343
$48K 0.04%
1,273
344
$48K 0.04%
+1,440
345
$48K 0.04%
+2,275
346
$48K 0.04%
4,379
347
$46K 0.04%
693
348
$46K 0.04%
2,459
349
$45K 0.04%
1,010
350
$45K 0.04%
1,355
12 13
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15 16