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
51
$662K 0.54%
10,114
52
$660K 0.53%
7,043
53
$656K 0.53%
4,774
54
$654K 0.53%
3,150
55
$652K 0.53%
5,470
56
$643K 0.52%
7,462
+613
57
$642K 0.52%
2,493
58
$640K 0.52%
8,464
59
$636K 0.51%
6,831
60
$628K 0.51%
8,748
61
$626K 0.51%
4,819
62
$618K 0.5%
13,757
63
$574K 0.46%
147
+112
64
$574K 0.46%
34,277
+2,286
65
$573K 0.46%
6,653
66
$572K 0.46%
48,200
-10,710
67
$567K 0.46%
19,055
68
$551K 0.45%
5,788
69
$537K 0.43%
7,651
70
$527K 0.43%
6,173
71
$526K 0.43%
15,439
+4,044
72
$522K 0.42%
11,586
73
$506K 0.41%
1,491
74
$505K 0.41%
6,047
75
$494K 0.4%
7,185
1 2
3
4 5