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
$117M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$628K
3
+$380K
4
AAPL icon
Apple
AAPL
+$322K
5
PHX
PHX Minerals
PHX
+$276K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
CMCSA icon
Comcast
CMCSA
+$434K
5
DUK icon
Duke Energy
DUK
+$432K

Sector Composition

1 Technology 15.6%
2 Healthcare 13.74%
3 Financials 13.27%
4 Industrials 11.03%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.27%
1,678
-350
102
$319K 0.27%
4,248
-3,500
103
$315K 0.27%
3,827
104
$313K 0.27%
2,325
105
$310K 0.26%
3,947
106
$310K 0.26%
27,820
+23,745
107
$306K 0.26%
3,994
108
$305K 0.26%
7,890
109
$302K 0.26%
24,509
110
$301K 0.26%
5,152
+1,950
111
$294K 0.25%
20,400
112
$292K 0.25%
4,604
113
$290K 0.25%
7,204
114
$289K 0.25%
1,782
+850
115
$285K 0.24%
4,542
116
$283K 0.24%
3,767
117
$283K 0.24%
6,099
118
$276K 0.24%
+15,965
119
$275K 0.23%
2,444
120
$274K 0.23%
2,919
121
$273K 0.23%
10,686
122
$272K 0.23%
2,584
123
$270K 0.23%
1,713
124
$266K 0.23%
+17,240
125
$264K 0.23%
5,594
3 4
5
6 7