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
$122M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$458K
3
+$426K
4
MMC icon
Marsh & McLennan
MMC
+$364K
5
EPM icon
Evolution Petroleum
EPM
+$362K

Top Sells

1
+$697K
2
+$398K
3
+$324K
4
GLW icon
Corning
GLW
+$302K
5
LMT icon
Lockheed Martin
LMT
+$289K

Sector Composition

1 Technology 17.38%
2 Financials 14.51%
3 Real Estate 12.68%
4 Healthcare 12.66%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.19%
2,592
-301
152
$236K 0.19%
+2,259
153
$235K 0.19%
172
154
$234K 0.19%
724
-88
155
$233K 0.19%
3,881
+2,568
156
$232K 0.19%
3,662
157
$231K 0.19%
1,026
158
$230K 0.19%
5,573
159
$229K 0.19%
1,147
-142
160
$229K 0.19%
55,760
161
$226K 0.18%
11,462
162
$225K 0.18%
1,240
163
$224K 0.18%
7,167
164
$222K 0.18%
15,505
165
$222K 0.18%
8,289
166
$220K 0.18%
2,690
167
$219K 0.18%
7,981
168
$219K 0.18%
2,346
169
$219K 0.18%
18,592
170
$213K 0.17%
3,165
171
$213K 0.17%
+6,531
172
$212K 0.17%
1,404
173
$212K 0.17%
1,588
174
$210K 0.17%
3,981
175
$209K 0.17%
+7,070
5 6
7
8 9