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
$148M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.24M
3
+$872K
4
META icon
Meta Platforms (Facebook)
META
+$811K
5
LLY icon
Eli Lilly
LLY
+$601K

Top Sells

1
+$1.79M
2
+$877K
3
+$789K
4
AMGN icon
Amgen
AMGN
+$745K
5
JNJ icon
Johnson & Johnson
JNJ
+$694K

Sector Composition

1 Technology 20.9%
2 Financials 15.71%
3 Healthcare 12.25%
4 Communication Services 11%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.99%
3,945
+1,523
27
$1.45M 0.98%
3,054
-370
28
$1.43M 0.96%
21,557
+8,726
29
$1.4M 0.94%
18,970
30
$1.31M 0.89%
19,199
31
$1.3M 0.88%
6,518
32
$1.28M 0.86%
+3,469
33
$1.24M 0.84%
3,072
+1,323
34
$1.24M 0.84%
+5,559
35
$1.17M 0.79%
8,494
36
$1.17M 0.79%
13,836
+4,034
37
$1.17M 0.79%
31,669
38
$1.16M 0.78%
5,699
39
$1.13M 0.77%
6,418
40
$1.13M 0.76%
4,655
-345
41
$1.06M 0.72%
6,249
+2,088
42
$1.06M 0.72%
8,235
43
$1.03M 0.7%
2,923
+1,334
44
$979K 0.66%
19,179
+3,850
45
$956K 0.65%
3,399
46
$946K 0.64%
3,846
+1,266
47
$929K 0.63%
10,967
48
$921K 0.62%
3,176
49
$891K 0.6%
19,869
50
$879K 0.59%
26,640
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