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
251
$91K 0.08%
1,386
252
$90K 0.08%
21,319
+8,054
253
$90K 0.08%
5,306
+3,458
254
$89K 0.08%
900
255
$86K 0.07%
5,311
256
$86K 0.07%
+569
257
$83K 0.07%
5,681
+2,847
258
$82K 0.07%
1,828
259
$82K 0.07%
7,275
260
$82K 0.07%
686
261
$80K 0.07%
1,211
262
$80K 0.07%
1,820
263
$80K 0.07%
2,248
264
$79K 0.07%
6,001
265
$78K 0.07%
2,195
266
$78K 0.07%
1,848
267
$77K 0.07%
1,227
+843
268
$76K 0.06%
1,140
269
$75K 0.06%
1,253
270
$75K 0.06%
1,240
+880
271
$75K 0.06%
3,397
272
$75K 0.06%
2,188
273
$75K 0.06%
833
274
$74K 0.06%
996
275
$74K 0.06%
1,878