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
$126M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$384K
3
+$383K
4
AMT icon
American Tower
AMT
+$373K
5
COR
Coresite Realty Corporation
COR
+$372K

Top Sells

1
+$644K
2
+$634K
3
+$623K
4
CCI icon
Crown Castle
CCI
+$461K
5
RTX icon
RTX Corp
RTX
+$441K

Sector Composition

1 Financials 15.83%
2 Technology 14.89%
3 Healthcare 12.19%
4 Industrials 10.52%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$136K 0.11%
1,010
227
$136K 0.11%
1,353
228
$135K 0.11%
3,040
229
$135K 0.11%
7,945
230
$132K 0.1%
915
-74
231
$132K 0.1%
+1,798
232
$132K 0.1%
2,215
233
$131K 0.1%
+2,989
234
$131K 0.1%
1,758
235
$128K 0.1%
4,732
236
$126K 0.1%
1,662
237
$124K 0.1%
+1,634
238
$124K 0.1%
1,797
239
$124K 0.1%
1,211
240
$124K 0.1%
1,458
241
$124K 0.1%
1,743
242
$123K 0.1%
10,958
-16,660
243
$122K 0.1%
1,815
244
$122K 0.1%
+3,001
245
$121K 0.1%
2,417
246
$118K 0.09%
2,989
-852
247
$118K 0.09%
996
248
$118K 0.09%
+3,793
249
$117K 0.09%
7,565
-3
250
$117K 0.09%
6,731
8 9
10
11 12