Amica Retiree Medical Trust
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$1.1M
Holdings
83
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MKT ETF
Held since at least Q1 2024
12.1%
02
$VWO
VANGUARD FTSE EMERGING MARKE
Held since at least Q1 2024
5.9%
03
$XBI
SS SPDR S&P BIOTECH ETF
Held since at least Q1 2024
4.2%
04
$AXON
AXON ENTERPRISE INC
Held since at least Q1 2024
2.5%
05
$META
META PLATFORMS INC-CLASS A
Held since at least Q1 2024
2.5%
06
$TLT
ISHARES 20 YEAR TREASURY BD
Held since at least Q1 2024
2.4%
07
$AAP
ADVANCE AUTO PARTS INC
Held since at least Q1 2024
2.2%
08
$AMZN
AMAZON.COM INC
Held since at least Q1 2024
2.0%
09
$SNX
TD SYNNEX CORP
Held since at least Q1 2024
2.0%
10
$GOOG
ALPHABET INC-CL C
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.