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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.05M
3
+$2.42M
4
GE icon
GE Aerospace
GE
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 13.68%
3 Energy 13.27%
4 Healthcare 11.88%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.29%
+4,325
102
$335K 0.29%
+10,669
103
$335K 0.29%
+1,996
104
$331K 0.29%
+9,444
105
$329K 0.29%
+5,091
106
$325K 0.28%
+4,704
107
$322K 0.28%
+3,749
108
$318K 0.28%
+6,240
109
$314K 0.27%
+6,986
110
$311K 0.27%
+4,383
111
$310K 0.27%
+7,545
112
$310K 0.27%
+9,819
113
$308K 0.27%
+4,873
114
$304K 0.26%
+4,919
115
$302K 0.26%
+6,965
116
$297K 0.26%
+5,854
117
$295K 0.26%
+2,052
118
$294K 0.26%
+9,226
119
$294K 0.26%
+3,978
120
$291K 0.25%
+2,236
121
$289K 0.25%
+3,437
122
$289K 0.25%
+4,538
123
$283K 0.25%
+3,691
124
$281K 0.24%
+11,000
125
$279K 0.24%
+7,639
3 4
5
6 7