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
$142M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.07M
3
+$858K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$761K
5
LRCX icon
Lam Research
LRCX
+$572K

Top Sells

1
+$705K
2
+$684K
3
+$593K
4
ORCL icon
Oracle
ORCL
+$590K
5
MDT icon
Medtronic
MDT
+$582K

Sector Composition

1 Technology 22.27%
2 Financials 13.85%
3 Healthcare 13.49%
4 Communication Services 10.69%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$825K 0.58%
1,155
-212
52
$803K 0.56%
5,675
53
$794K 0.56%
3,176
54
$789K 0.55%
5,182
55
$789K 0.55%
5,195
-360
56
$784K 0.55%
8,733
57
$775K 0.54%
3,451
-233
58
$768K 0.54%
4,827
59
$754K 0.53%
1,749
60
$748K 0.53%
12,058
61
$745K 0.52%
3,240
62
$741K 0.52%
19,869
63
$741K 0.52%
3,451
64
$730K 0.51%
15,201
-4,596
65
$715K 0.5%
10,433
66
$712K 0.5%
23,499
-22,566
67
$709K 0.5%
4,172
68
$701K 0.49%
4,161
69
$698K 0.49%
6,515
70
$684K 0.48%
9,802
71
$683K 0.48%
1,799
+664
72
$667K 0.47%
2,731
73
$663K 0.47%
2,963
74
$660K 0.46%
4,449
75
$637K 0.45%
9,656
+4,338
1 2
3
4 5