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
$85.1M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$664K
2 +$359K
3 +$294K
4
ABT icon
Abbott
ABT
+$284K
5
GTM
ZoomInfo Technologies
GTM
+$269K

Top Sells

1 +$922K
2 +$878K
3 +$825K
4
COP icon
ConocoPhillips
COP
+$561K
5
SHEL icon
Shell
SHEL
+$362K

Sector Composition

1 Technology 24.98%
2 Healthcare 14.31%
3 Financials 12.16%
4 Consumer Discretionary 12.11%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$74K 0.09%
649
+537
102
-5,418
103
-2,826
104
-5,431
105
-5,994
106
-2,154