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
$129M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$601K
3
+$562K
4
LMT icon
Lockheed Martin
LMT
+$539K
5
MTCH icon
Match Group
MTCH
+$375K

Top Sells

1
+$743K
2
+$665K
3
+$583K
4
INTC icon
Intel
INTC
+$573K
5
C icon
Citigroup
C
+$553K

Sector Composition

1 Technology 22.41%
2 Healthcare 14.1%
3 Financials 12.7%
4 Real Estate 10.27%
5 Communication Services 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.91M 6.14%
68,300
2
$7.62M 5.91%
36,212
3
$6.09M 4.73%
38,680
+4,140
4
$4.46M 3.47%
60,920
5
$3.19M 2.47%
14,956
6
$3.17M 2.46%
12,088
7
$2.54M 1.97%
17,068
8
$2.48M 1.93%
17,860
9
$2.17M 1.68%
19,933
10
$2.15M 1.67%
10,732
11
$2.11M 1.64%
21,961
12
$1.97M 1.53%
5,820
13
$1.75M 1.36%
6,301
14
$1.68M 1.3%
3,424
15
$1.65M 1.28%
11,528
16
$1.64M 1.27%
5,257
17
$1.6M 1.24%
3,624
18
$1.5M 1.17%
18,970
19
$1.45M 1.13%
29,332
20
$1.43M 1.11%
10,998
+2,102
21
$1.38M 1.07%
6,567
22
$1.37M 1.06%
7,183
23
$1.36M 1.06%
6,018
24
$1.23M 0.96%
31,299
-5,303
25
$1.21M 0.94%
33,330
1
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