ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Fund
S&P 500
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
+$1.59M
2
+$542K
3
+$353K
4
AAPL icon
Apple
AAPL
+$294K
5
PHX
PHX Minerals
PHX
+$246K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
DUK icon
Duke Energy
DUK
+$432K
5
CMCSA icon
Comcast
CMCSA
+$408K

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
376
$31K 0.03%
448
377
$31K 0.03%
3,884
378
$31K 0.03%
1,528
379
$31K 0.03%
1,525
380
$31K 0.03%
1,000
381
$29K 0.02%
2,208
382
$29K 0.02%
1,127
383
$27K 0.02%
1,718
384
$26K 0.02%
498
385
$26K 0.02%
560
386
$25K 0.02%
950
387
$25K 0.02%
907
388
$25K 0.02%
977
389
$25K 0.02%
1,150
390
$25K 0.02%
623
-850
391
$24K 0.02%
811
392
$24K 0.02%
117
393
$24K 0.02%
360
394
$24K 0.02%
531
395
$24K 0.02%
888
396
$23K 0.02%
850
397
$22K 0.02%
962
-500
398
$21K 0.02%
346
399
$21K 0.02%
1,220
400
$21K 0.02%
1,031
14 15
16
17 18