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
$122M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$458K
3
+$426K
4
MMC icon
Marsh & McLennan
MMC
+$364K
5
EPM icon
Evolution Petroleum
EPM
+$362K

Top Sells

1
+$697K
2
+$398K
3
+$324K
4
GLW icon
Corning
GLW
+$302K
5
LMT icon
Lockheed Martin
LMT
+$289K

Sector Composition

1 Technology 17.38%
2 Financials 14.51%
3 Real Estate 12.68%
4 Healthcare 12.66%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.53%
12,348
-1,409
52
$624K 0.51%
1,238
-46
53
$600K 0.49%
3,756
-178
54
$591K 0.48%
5,926
+3,650
55
$582K 0.48%
22,033
+3,481
56
$573K 0.47%
1,943
57
$572K 0.47%
5,000
-286
58
$568K 0.46%
79,389
+50,532
59
$553K 0.45%
295
60
$550K 0.45%
10,560
+2,248
61
$537K 0.44%
7,331
62
$534K 0.44%
4,051
63
$531K 0.43%
7,070
-3,443
64
$530K 0.43%
2,592
65
$524K 0.43%
3,098
-760
66
$522K 0.43%
16,575
67
$519K 0.42%
3,654
+2,020
68
$518K 0.42%
2,289
+726
69
$506K 0.41%
6,666
+1,209
70
$500K 0.41%
6,238
71
$495K 0.4%
2,845
+522
72
$490K 0.4%
8,962
+3,354
73
$488K 0.4%
2,649
-392
74
$482K 0.39%
6,134
75
$478K 0.39%
3,772
1 2
3
4 5