ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$627K
3
+$575K
4
OTIS icon
Otis Worldwide
OTIS
+$528K
5
DHR icon
Danaher
DHR
+$490K

Top Sells

1
+$837K
2
+$608K
3
+$435K
4
ROST icon
Ross Stores
ROST
+$428K
5
WBA
Walgreens Boots Alliance
WBA
+$410K

Sector Composition

1 Technology 22.56%
2 Healthcare 13.47%
3 Financials 12.84%
4 Real Estate 11.41%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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