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
$127M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$679K
3
+$580K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$562K
5
DHR icon
Danaher
DHR
+$535K

Top Sells

1
+$837K
2
+$739K
3
+$435K
4
WBA
Walgreens Boots Alliance
WBA
+$410K
5
ROST icon
Ross Stores
ROST
+$403K

Sector Composition

1 Technology 22.56%
2 Healthcare 13.47%
3 Financials 12.84%
4 Real Estate 11.41%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.42%
8,767
77
$524K 0.41%
1,589
78
$522K 0.41%
10,325
-2,063
79
$509K 0.4%
1,313
80
$504K 0.4%
10,433
81
$497K 0.39%
2,580
+1,188
82
$490K 0.39%
2,553
+237
83
$487K 0.38%
3,084
84
$475K 0.38%
2,963
85
$473K 0.37%
5,182
86
$463K 0.37%
4,161
87
$457K 0.36%
3,367
+1,663
88
$453K 0.36%
727
89
$449K 0.35%
11,166
90
$441K 0.35%
12,686
91
$438K 0.35%
10,423
92
$437K 0.35%
2,851
93
$430K 0.34%
4,005
94
$430K 0.34%
45,240
95
$428K 0.34%
6,077
96
$406K 0.32%
6,252
97
$405K 0.32%
14,330
98
$398K 0.31%
1,869
99
$392K 0.31%
4,825
100
$386K 0.3%
6,505
2 3
4
5 6