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
201
$142K 0.12%
1,217
202
$140K 0.12%
1,276
203
$140K 0.12%
1,259
204
$140K 0.12%
1,353
205
$136K 0.12%
1,815
206
$135K 0.12%
2,892
207
$134K 0.11%
7,945
208
$133K 0.11%
3,841
209
$132K 0.11%
989
210
$132K 0.11%
1,589
211
$132K 0.11%
2,511
212
$130K 0.11%
3,154
213
$129K 0.11%
+2,542
214
$129K 0.11%
1,797
215
$127K 0.11%
+471
216
$127K 0.11%
3,154
217
$126K 0.11%
898
218
$125K 0.11%
2,277
219
$122K 0.1%
11,839
220
$122K 0.1%
11,104
+9,826
221
$119K 0.1%
1,350
222
$119K 0.1%
2,705
223
$117K 0.1%
900
224
$116K 0.1%
3,021
225
$115K 0.1%
1,010
7 8
9
10 11