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
$117M
AUM Growth
-$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$543K
3
+$318K
4
CHTR icon
Charter Communications
CHTR
+$298K
5
PTEN icon
Patterson-UTI
PTEN
+$253K

Top Sells

1
+$687K
2
+$653K
3
+$640K
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$546K
5
CVX icon
Chevron
CVX
+$522K

Sector Composition

1 Technology 15.05%
2 Healthcare 14.35%
3 Financials 12.55%
4 Industrials 10.92%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50K 0.04%
1,050
352
$48K 0.04%
1,206
353
$48K 0.04%
+900
354
$48K 0.04%
710
355
$48K 0.04%
2,459
356
$48K 0.04%
1,654
357
$48K 0.04%
776
358
$47K 0.04%
1,600
+650
359
$46K 0.04%
1,010
360
$45K 0.04%
641
-1
361
$44K 0.04%
1,019
362
$44K 0.04%
2,054
363
$42K 0.04%
2,220
+1,000
364
$42K 0.04%
1,829
365
$41K 0.04%
2,408
366
$41K 0.04%
1,500
367
$39K 0.03%
1,201
368
$39K 0.03%
2,631
369
$38K 0.03%
935
-1,929
370
$37K 0.03%
927
371
$37K 0.03%
2,300
372
$37K 0.03%
509
373
$36K 0.03%
1,525
374
$35K 0.03%
1,718
375
$35K 0.03%
1,355
13 14
15
16 17