ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.05M
3
+$2.42M
4
GE icon
GE Aerospace
GE
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 13.68%
3 Energy 13.27%
4 Healthcare 11.88%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.24%
+2,484
127
$276K 0.24%
+8,329
128
$268K 0.23%
+3,382
129
$266K 0.23%
+3,790
130
$263K 0.23%
+6,968
131
$262K 0.23%
+827
132
$257K 0.22%
+6,897
133
$251K 0.22%
+1,686
134
$251K 0.22%
+2,258
135
$250K 0.22%
+3,850
136
$248K 0.22%
+12,741
137
$243K 0.21%
+4,531
138
$243K 0.21%
+2,425
139
$241K 0.21%
+6,731
140
$240K 0.21%
+20,773
141
$235K 0.2%
+3,202
142
$235K 0.2%
+3,451
143
$230K 0.2%
+4,604
144
$229K 0.2%
+4,542
145
$217K 0.19%
+3,321
146
$216K 0.19%
+12,137
147
$216K 0.19%
+3,921
148
$213K 0.19%
+2,038
149
$213K 0.19%
+3,947
150
$210K 0.18%
+3,503
4 5
6
7 8