ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$323K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$437K
3
+$430K
4
BDN
Brandywine Realty Trust
BDN
+$428K
5
LPT
Liberty Property Trust
LPT
+$421K

Top Sells

1
+$641K
2
+$480K
3
+$465K
4
INVH icon
Invitation Homes
INVH
+$435K
5
ACC
American Campus Communities, Inc.
ACC
+$421K

Sector Composition

1 Technology 17.67%
2 Financials 14.79%
3 Healthcare 12.18%
4 Real Estate 11.03%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$116K 0.1%
1,058
227
$115K 0.1%
985
228
$114K 0.1%
3,025
229
$113K 0.1%
595
230
$111K 0.1%
165
231
$111K 0.1%
1,524
232
$110K 0.1%
1,246
233
$109K 0.1%
1,759
234
$109K 0.1%
2,673
235
$109K 0.1%
708
236
$107K 0.09%
854
237
$106K 0.09%
1,315
-205
238
$105K 0.09%
695
239
$104K 0.09%
2,219
240
$104K 0.09%
1,517
241
$103K 0.09%
1,509
242
$103K 0.09%
1,991
243
$103K 0.09%
788
244
$102K 0.09%
2,400
245
$102K 0.09%
1,206
246
$100K 0.09%
2,409
247
$99K 0.09%
2,631
-10,506
248
$97K 0.08%
1,919
249
$97K 0.08%
1,038
250
$96K 0.08%
1,404
-6,071
8 9
10
11 12