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
276
$99K 0.08%
1,856
277
$99K 0.08%
2,593
-2,143
278
$98K 0.08%
1,524
279
$98K 0.08%
2,188
280
$97K 0.08%
1,058
281
$97K 0.08%
2,705
282
$97K 0.08%
2,549
283
$96K 0.08%
3,397
284
$96K 0.08%
1,157
285
$95K 0.08%
993
286
$95K 0.08%
1,962
-2,133
287
$94K 0.07%
1,604
288
$94K 0.07%
696
289
$94K 0.07%
1,992
290
$93K 0.07%
2,952
291
$92K 0.07%
1,919
292
$92K 0.07%
2,279
293
$89K 0.07%
5,946
294
$89K 0.07%
2,367
-9,560
295
$89K 0.07%
2,554
296
$88K 0.07%
1,138
297
$86K 0.07%
5,232
298
$85K 0.07%
1,116
299
$84K 0.07%
1,253
300
$84K 0.07%
462
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