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
$117M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$628K
3
+$380K
4
AAPL icon
Apple
AAPL
+$322K
5
PHX
PHX Minerals
PHX
+$276K

Top Sells

1
+$1.68M
2
+$456K
3
+$455K
4
CMCSA icon
Comcast
CMCSA
+$434K
5
DUK icon
Duke Energy
DUK
+$432K

Sector Composition

1 Technology 15.6%
2 Healthcare 13.74%
3 Financials 13.27%
4 Industrials 11.03%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$170K 0.15%
1,532
177
$168K 0.14%
1,942
178
$167K 0.14%
2,003
179
$166K 0.14%
9,946
180
$166K 0.14%
3,008
181
$164K 0.14%
4,514
182
$158K 0.13%
5,325
183
$158K 0.13%
2,526
184
$158K 0.13%
5,496
185
$158K 0.13%
3,042
186
$157K 0.13%
2,070
187
$156K 0.13%
2,522
188
$156K 0.13%
768
189
$155K 0.13%
2,499
190
$154K 0.13%
660
191
$154K 0.13%
+4,640
192
$154K 0.13%
2,312
193
$149K 0.13%
4,095
194
$149K 0.13%
4,736
195
$148K 0.13%
4,055
196
$145K 0.12%
2,458
197
$145K 0.12%
2,195
198
$144K 0.12%
+2,731
199
$143K 0.12%
16,695
200
$143K 0.12%
3,268
6 7
8
9 10