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
176
$201K 0.16%
+4,989
177
$199K 0.16%
1,754
178
$196K 0.16%
838
-203
179
$195K 0.16%
+5,232
180
$193K 0.16%
2,223
-215
181
$192K 0.16%
1,661
-176
182
$191K 0.16%
1,463
183
$190K 0.16%
9,262
184
$190K 0.16%
10,956
185
$190K 0.16%
5,939
186
$185K 0.15%
4,782
-611
187
$184K 0.15%
7,455
188
$182K 0.15%
+2,661
189
$181K 0.15%
1,427
190
$179K 0.15%
4,532
191
$175K 0.14%
2,621
-282
192
$169K 0.14%
+1,320
193
$169K 0.14%
1,376
-176
194
$168K 0.14%
+8,044
195
$167K 0.14%
700
196
$166K 0.14%
948
197
$166K 0.14%
10,220
198
$165K 0.13%
+900
199
$165K 0.13%
12,644
-24,865
200
$164K 0.13%
+10,090
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8
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