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
$111M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$534K
3
+$77.4K
4
HUM icon
Humana
HUM
+$71.2K
5
ABBV icon
AbbVie
ABBV
+$55.9K

Top Sells

1
+$3.44M
2
+$2.99M
3
+$2.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.24M
5
META icon
Meta Platforms (Facebook)
META
+$1.77M

Sector Composition

1 Technology 21.29%
2 Financials 15.1%
3 Healthcare 12.1%
4 Communication Services 11.86%
5 Consumer Discretionary 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$494K 0.45%
2,669
-1,180
77
$457K 0.41%
1,896
-838
78
$456K 0.41%
2,693
-1,180
79
$456K 0.41%
18,821
-8,293
80
$442K 0.4%
5,631
+986
81
$438K 0.4%
6,930
-3,036
82
$433K 0.39%
6,359
-4,608
83
$422K 0.38%
1,263
+89
84
$417K 0.38%
7,044
-5,014
85
$409K 0.37%
7,508
-6,369
86
$407K 0.37%
6,821
-2,988
87
$378K 0.34%
1,140
-507
88
$369K 0.33%
1,230
-541
89
$353K 0.32%
447
-335
90
$345K 0.31%
1,760
-775
91
$340K 0.31%
8,355
-12,120
92
$305K 0.28%
504
-223
93
$287K 0.26%
1,927
-841
94
$269K 0.24%
1,026
-451
95
$266K 0.24%
2,124
-937
96
$262K 0.24%
1,550
-681
97
$250K 0.23%
2,143
-5,855
98
$245K 0.22%
3,353
-1,472
99
$242K 0.22%
1,268
-562
100
$226K 0.2%
1,302
-576
1 2 3
4
5