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
76
$474K 0.39%
6,515
77
$466K 0.38%
3,306
78
$466K 0.38%
14,733
79
$461K 0.38%
4,982
80
$457K 0.37%
2,963
81
$452K 0.37%
3,928
82
$448K 0.37%
4,594
83
$424K 0.35%
2,851
+1,223
84
$423K 0.35%
3,296
85
$421K 0.34%
3,271
+779
86
$418K 0.34%
62,562
-9,608
87
$406K 0.33%
5,245
+2,195
88
$399K 0.33%
3,718
89
$394K 0.32%
5,182
-1,234
90
$388K 0.32%
5,799
+2,189
91
$388K 0.32%
5,814
+1,651
92
$386K 0.32%
11,547
93
$375K 0.31%
5,367
+2,463
94
$371K 0.3%
3,681
95
$369K 0.3%
1,015
-795
96
$364K 0.3%
11,393
97
$360K 0.29%
5,331
-2,974
98
$348K 0.28%
6,383
99
$337K 0.28%
4,171
100
$331K 0.27%
301
+136
2 3
4
5 6