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
$142M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.07M
3
+$858K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$761K
5
LRCX icon
Lam Research
LRCX
+$572K

Top Sells

1
+$705K
2
+$684K
3
+$593K
4
ORCL icon
Oracle
ORCL
+$590K
5
MDT icon
Medtronic
MDT
+$582K

Sector Composition

1 Technology 22.27%
2 Financials 13.85%
3 Healthcare 13.49%
4 Communication Services 10.69%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.17%
16,688
+8,098
127
$236K 0.17%
1,706
128
$234K 0.16%
8,116
+2,883
129
$231K 0.16%
8,841
-3,288
130
$231K 0.16%
5,789
131
$230K 0.16%
5,621
+1,104
132
$227K 0.16%
19,069
+3,564
133
$222K 0.16%
2,352
134
$222K 0.16%
25,939
+7,347
135
$219K 0.15%
5,194
136
$217K 0.15%
3,789
137
$217K 0.15%
3,610
138
$213K 0.15%
7,163
-448
139
$209K 0.15%
2,460
+728
140
$209K 0.15%
2,454
+293
141
$205K 0.14%
2,202
142
$201K 0.14%
4,706
-1,896
143
$198K 0.14%
19,911
+9,691
144
$197K 0.14%
4,017
145
$196K 0.14%
8,157
146
$195K 0.14%
5,078
147
$195K 0.14%
2,667
148
$192K 0.14%
2,783
149
$191K 0.13%
+4,964
150
$189K 0.13%
8,721
3 4 5
6
7