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
$142M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.07M
3
+$858K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$761K
5
LRCX icon
Lam Research
LRCX
+$572K

Top Sells

1
+$705K
2
+$684K
3
+$593K
4
ORCL icon
Oracle
ORCL
+$590K
5
MDT icon
Medtronic
MDT
+$582K

Sector Composition

1 Technology 22.27%
2 Financials 13.85%
3 Healthcare 13.49%
4 Communication Services 10.69%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.94%
6,418
27
$1.3M 0.92%
31,774
+12,609
28
$1.3M 0.91%
19,199
29
$1.28M 0.9%
6,518
-665
30
$1.28M 0.9%
8,494
31
$1.24M 0.87%
15,004
32
$1.2M 0.84%
5,699
-868
33
$1.17M 0.82%
5,000
34
$1.15M 0.81%
21,922
35
$1.13M 0.79%
25,171
-6,128
36
$1.08M 0.76%
8,931
37
$1.06M 0.75%
31,669
+22,661
38
$986K 0.69%
10,967
39
$971K 0.68%
8,235
40
$929K 0.65%
3,399
41
$909K 0.64%
1,374
42
$886K 0.62%
19,154
43
$877K 0.62%
23,812
-1,286
44
$876K 0.62%
12,831
+2,506
45
$871K 0.61%
26,640
46
$860K 0.6%
2,422
47
$858K 0.6%
+9,403
48
$853K 0.6%
4,707
49
$834K 0.59%
5,447
50
$827K 0.58%
6,247
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2
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