ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+5.33%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$5.64M
(+4%)
Cap. Flow
-$764K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
31.32%
Holding
163
New
7
Increased
19
Reduced
45
Closed
12
Top Buys
| 1 |
Domino's
DPZ
|
+$1.28M |
| 2 |
Tesla
TSLA
|
+$1.24M |
| 3 |
MarketAxess Holdings
MKTX
|
+$872K |
| 4 |
Meta Platforms (Facebook)
META
|
+$811K |
| 5 |
Eli Lilly
LLY
|
+$601K |
Top Sells
| 1 |
CLCT
Collectors Universe
CLCT
|
+$1.79M |
| 2 |
Pfizer
PFE
|
+$877K |
| 3 |
Qualcomm
QCOM
|
+$789K |
| 4 |
Amgen
AMGN
|
+$745K |
| 5 |
Johnson & Johnson
JNJ
|
+$694K |
Sector Composition
| 1 | Technology | 20.9% |
| 2 | Financials | 15.71% |
| 3 | Healthcare | 12.25% |
| 4 | Communication Services | 11% |
| 5 | Consumer Discretionary | 10.4% |
