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
$117M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$628K
3
+$380K
4
AAPL icon
Apple
AAPL
+$322K
5
PHX
PHX Minerals
PHX
+$276K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
CMCSA icon
Comcast
CMCSA
+$434K
5
DUK icon
Duke Energy
DUK
+$432K

Sector Composition

1 Technology 15.6%
2 Healthcare 13.74%
3 Financials 13.27%
4 Industrials 11.03%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.52%
4,819
52
$607K 0.52%
14,511
+5,450
53
$605K 0.52%
34,277
54
$602K 0.51%
11,079
55
$592K 0.5%
8,656
-15
56
$578K 0.49%
10,114
57
$558K 0.48%
13,757
58
$555K 0.47%
5,198
59
$549K 0.47%
4,760
60
$546K 0.47%
2,667
61
$508K 0.43%
19,055
62
$492K 0.42%
6,782
63
$487K 0.42%
4,749
64
$460K 0.39%
7,948
65
$460K 0.39%
7,266
66
$458K 0.39%
14,537
+7,849
67
$454K 0.39%
6,426
68
$453K 0.39%
12,306
-5,080
69
$443K 0.38%
5,255
70
$442K 0.38%
2,808
71
$441K 0.38%
5,828
72
$436K 0.37%
6,341
73
$435K 0.37%
42,169
74
$435K 0.37%
5,470
75
$431K 0.37%
11,047
+4,204
1 2
3
4 5