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
$148M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.24M
3
+$872K
4
META icon
Meta Platforms (Facebook)
META
+$811K
5
LLY icon
Eli Lilly
LLY
+$601K

Top Sells

1
+$1.79M
2
+$877K
3
+$789K
4
AMGN icon
Amgen
AMGN
+$745K
5
JNJ icon
Johnson & Johnson
JNJ
+$694K

Sector Composition

1 Technology 20.9%
2 Financials 15.71%
3 Healthcare 12.25%
4 Communication Services 11%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$148K 0.1%
1,236
-1,181
152
– –
-4,616
153
– –
-5,081
154
– –
-3,240
155
– –
-2,202
156
– –
-6,030
157
– –
-1,262
158
– –
-4,449
159
– –
-23,812
160
– –
-5,182
161
– –
-14,329
162
– –
-6,252
163
– –
-23,715
3 4 5 6
7