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
$124M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$587K
3
+$452K
4
CHK
Chesapeake Energy Corporation
CHK
+$437K
5
CNQ icon
Canadian Natural Resources
CNQ
+$389K

Top Sells

1
+$801K
2
+$386K
3
+$372K
4
CVX icon
Chevron
CVX
+$332K
5
JWN
Nordstrom
JWN
+$317K

Sector Composition

1 Technology 14.82%
2 Healthcare 14.12%
3 Financials 13.14%
4 Industrials 10.52%
5 Energy 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.82%
24,084
27
$1.02M 0.82%
22,622
28
$1.01M 0.82%
10,761
29
$998K 0.81%
21,332
30
$984K 0.8%
53,969
31
$968K 0.78%
10,240
32
$947K 0.77%
34,063
33
$934K 0.75%
32,631
34
$880K 0.71%
5,523
35
$875K 0.71%
13,344
36
$868K 0.7%
9,011
37
$843K 0.68%
14,888
+11,351
38
$819K 0.66%
11,025
39
$785K 0.63%
7,480
40
$783K 0.63%
8,305
41
$772K 0.62%
8,381
+4,906
42
$724K 0.59%
12,262
43
$723K 0.58%
8,462
44
$713K 0.58%
13,335
45
$705K 0.57%
17,386
46
$704K 0.57%
10,201
+1,536
47
$702K 0.57%
47,039
+26,043
48
$678K 0.55%
3
49
$672K 0.54%
6,043
50
$663K 0.54%
6,554
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