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
$122M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$458K
3
+$426K
4
MMC icon
Marsh & McLennan
MMC
+$364K
5
EPM icon
Evolution Petroleum
EPM
+$362K

Top Sells

1
+$697K
2
+$398K
3
+$324K
4
GLW icon
Corning
GLW
+$302K
5
LMT icon
Lockheed Martin
LMT
+$289K

Sector Composition

1 Technology 17.38%
2 Financials 14.51%
3 Real Estate 12.68%
4 Healthcare 12.66%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.27%
2,805
102
$329K 0.27%
4,790
+2,394
103
$323K 0.26%
6,445
104
$321K 0.26%
7,076
105
$310K 0.25%
1,526
-565
106
$310K 0.25%
4,007
+2,249
107
$307K 0.25%
1,856
-124
108
$306K 0.25%
2,965
-246
109
$304K 0.25%
6,780
110
$297K 0.24%
1,135
111
$297K 0.24%
2,683
112
$292K 0.24%
4,128
+1,682
113
$288K 0.24%
7,894
+3,326
114
$283K 0.23%
7,838
+4,505
115
$281K 0.23%
2,049
-2,027
116
$279K 0.23%
4,987
+1,282
117
$278K 0.23%
7,574
118
$276K 0.23%
4,300
+3,493
119
$275K 0.22%
10,272
120
$273K 0.22%
3,098
-972
121
$272K 0.22%
4,478
122
$266K 0.22%
3,105
123
$263K 0.21%
3,671
-493
124
$262K 0.21%
10,785
125
$259K 0.21%
17,509
3 4
5
6 7