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
276
$74K 0.06%
1,009
+260
277
$73K 0.06%
3,158
+2,094
278
$71K 0.06%
2,408
279
$71K 0.06%
2,751
280
$71K 0.06%
822
281
$70K 0.06%
1,550
282
$69K 0.06%
710
283
$69K 0.06%
696
284
$68K 0.06%
2,247
+930
285
$67K 0.06%
462
286
$64K 0.05%
1,058
287
$64K 0.05%
388
288
$63K 0.05%
2,946
-9,795
289
$62K 0.05%
708
290
$62K 0.05%
1,116
291
$60K 0.05%
1,773
+684
292
$60K 0.05%
3,267
293
$59K 0.05%
974
294
$59K 0.05%
1,097
295
$58K 0.05%
1,395
296
$58K 0.05%
820
-154
297
$58K 0.05%
5,939
298
$58K 0.05%
17,011
299
$57K 0.05%
1,274
300
$56K 0.05%
2,717
+613
10 11
12
13 14