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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.05M
3
+$2.42M
4
GE icon
GE Aerospace
GE
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 13.68%
3 Energy 13.27%
4 Healthcare 11.88%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.02%
+340
352
$21K 0.02%
+360
353
$21K 0.02%
+295
354
$21K 0.02%
+488
355
$21K 0.02%
+270
356
$21K 0.02%
+1,622
357
$20K 0.02%
+467
358
$19K 0.02%
+345
359
$19K 0.02%
+768
360
$18K 0.02%
+755
361
$17K 0.01%
+4,290
362
$17K 0.01%
+340
363
$17K 0.01%
+1,800
364
$16K 0.01%
+310
365
$15K 0.01%
+615
366
$15K 0.01%
+343
367
$15K 0.01%
+575
368
$14K 0.01%
+563
369
$13K 0.01%
+409
370
$13K 0.01%
+370
371
$13K 0.01%
+400
372
$13K 0.01%
+378
373
$12K 0.01%
+539
374
$12K 0.01%
+606
375
$12K 0.01%
+450
12 13 14
15
16