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
51
$616K 0.54%
+7,480
52
$612K 0.53%
+11,586
53
$612K 0.53%
+8,665
54
$607K 0.53%
+17,386
55
$586K 0.51%
+13,335
56
$569K 0.49%
+4,884
57
$556K 0.48%
+13,757
58
$540K 0.47%
+58,910
59
$534K 0.46%
+3
60
$525K 0.46%
+30,141
61
$523K 0.45%
+2,952
62
$508K 0.44%
+3,150
63
$504K 0.44%
+5,788
64
$495K 0.43%
+5,364
65
$495K 0.43%
+14,318
66
$479K 0.42%
+19,055
67
$476K 0.41%
+20,624
68
$472K 0.41%
+7,651
69
$468K 0.41%
+5,222
70
$459K 0.4%
+6,399
71
$459K 0.4%
+5,470
72
$457K 0.4%
+5,001
73
$454K 0.39%
+8,760
74
$452K 0.39%
+1,617
75
$447K 0.39%
+11,839
1 2
3
4 5