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
$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
26
$1.06M 0.92%
+49,113
27
$1.05M 0.91%
+21,332
28
$1.02M 0.89%
+7,118
29
$943K 0.82%
+10,470
30
$913K 0.79%
+12,301
31
$887K 0.77%
+17,182
32
$873K 0.76%
+52,280
33
$856K 0.74%
+32,631
34
$849K 0.74%
+10,240
35
$822K 0.71%
+10,761
36
$785K 0.68%
+14,104
37
$737K 0.64%
+29,097
38
$688K 0.6%
+5,870
39
$686K 0.6%
+53,969
40
$683K 0.59%
+7,043
41
$671K 0.58%
+7,394
42
$671K 0.58%
+7,998
43
$667K 0.58%
+7,980
44
$658K 0.57%
+4,819
45
$652K 0.57%
+12,262
46
$645K 0.56%
+9,011
47
$635K 0.55%
+6,043
48
$630K 0.55%
+5,523
49
$624K 0.54%
+8,305
50
$620K 0.54%
+6,831
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