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
$119M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$380K
3
+$306K
4
MDT icon
Medtronic
MDT
+$257K
5
GEOS icon
Geospace Technologies
GEOS
+$250K

Top Sells

1
+$843K
2
+$662K
3
+$599K
4
WFC icon
Wells Fargo
WFC
+$518K
5
AGN
Allergan Inc
AGN
+$480K

Sector Composition

1 Healthcare 15.19%
2 Technology 14.55%
3 Financials 12.06%
4 Industrials 10.75%
5 Energy 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.38%
7,204
-2,997
77
$446K 0.38%
4,760
78
$446K 0.38%
6,426
79
$445K 0.38%
5,255
-1,160
80
$443K 0.37%
5,252
-921
81
$439K 0.37%
5,001
82
$434K 0.37%
5,828
-1,357
83
$431K 0.36%
3,790
84
$431K 0.36%
5,364
85
$428K 0.36%
28,816
86
$420K 0.35%
9,061
-2,525
87
$420K 0.35%
11,639
88
$417K 0.35%
15,546
+2,386
89
$415K 0.35%
147
90
$415K 0.35%
9,551
91
$413K 0.35%
6,965
92
$400K 0.34%
4,704
93
$400K 0.34%
2,667
94
$399K 0.34%
2,024
95
$399K 0.34%
6,688
+3,276
96
$397K 0.33%
4,581
97
$388K 0.33%
2,228
98
$388K 0.33%
11,809
-161
99
$388K 0.33%
4,418
100
$386K 0.33%
4,665
2 3
4
5 6