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
76
$636K 0.45%
6,252
77
$635K 0.45%
11,438
+2,310
78
$635K 0.45%
9,966
79
$632K 0.44%
2,580
80
$627K 0.44%
3,012
81
$622K 0.44%
27,114
+15,647
82
$621K 0.44%
15,329
+4,163
83
$618K 0.43%
20,475
84
$614K 0.43%
3,084
85
$598K 0.42%
9,809
+3,698
86
$591K 0.42%
45,240
87
$583K 0.41%
3,273
-392
88
$581K 0.41%
5,833
-972
89
$560K 0.39%
14,329
-1
90
$540K 0.38%
2,851
91
$539K 0.38%
1,313
92
$522K 0.37%
1,589
93
$471K 0.33%
1,771
+449
94
$469K 0.33%
4,005
95
$469K 0.33%
1,869
96
$449K 0.32%
1,647
97
$399K 0.28%
1,797
98
$366K 0.26%
1,262
99
$363K 0.26%
4,825
100
$360K 0.25%
4,616
-1,461
2 3
4
5 6