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
101
$202K 0.18%
1,762
-776
102
$147K 0.13%
3,840
-1,697
103
– –
-2,731
104
– –
-1,797
105
– –
-2,963
106
– –
-2,661
1 2 3 4
5