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
351
$45K 0.04%
1,243
352
$45K 0.04%
509
353
$44K 0.04%
1,206
354
$44K 0.04%
1,654
355
$44K 0.04%
1,137
356
$42K 0.04%
1,395
357
$42K 0.04%
710
358
$41K 0.04%
642
359
$41K 0.04%
1,050
360
$40K 0.03%
2,631
361
$40K 0.03%
1,212
362
$38K 0.03%
2,408
363
$38K 0.03%
1,134
364
$38K 0.03%
+1,500
365
$37K 0.03%
2,300
366
$37K 0.03%
1,395
367
$37K 0.03%
2,952
368
$36K 0.03%
334
369
$35K 0.03%
1,201
-1,500
370
$33K 0.03%
717
371
$33K 0.03%
1,174
372
$33K 0.03%
1,019
373
$33K 0.03%
694
-700
374
$32K 0.03%
927
375
$31K 0.03%
3,019
13 14
15
16 17