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
$118M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1 +$324K
2 +$291K
3 +$236K
4
KIM icon
Kimco Realty
KIM
+$211K
5
VNO icon
Vornado Realty Trust
VNO
+$199K

Top Sells

1 +$1.45M
2 +$1.08M
3 +$826K
4
EOG icon
EOG Resources
EOG
+$448K
5
DOC icon
Healthpeak Properties
DOC
+$221K

Sector Composition

1 Technology 14.97%
2 Financials 13.79%
3 Healthcare 13.67%
4 Energy 10.21%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$114K 0.1%
5,693
+4,571
227
$114K 0.1%
1,217
228
$112K 0.09%
3,031
229
$111K 0.09%
2,751
230
$111K 0.09%
1,010
231
$111K 0.09%
986
232
$110K 0.09%
768
233
$109K 0.09%
1,680
234
$108K 0.09%
6,028
+4,537
235
$107K 0.09%
2,418
236
$105K 0.09%
1,546
237
$103K 0.09%
870
238
$102K 0.09%
1,811
239
$102K 0.09%
57,678
+51,910
240
$101K 0.09%
13,510
241
$100K 0.08%
814
242
$99K 0.08%
3,841
243
$99K 0.08%
+3,330
244
$99K 0.08%
6,170
245
$99K 0.08%
1,743
246
$98K 0.08%
1,329
-74
247
$97K 0.08%
2,952
248
$94K 0.08%
4,551
249
$93K 0.08%
1,177
250
$91K 0.08%
2,841