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
$123M
AUM Growth
-$778K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$505K
3
+$501K
4
UE icon
Urban Edge Properties
UE
+$486K
5
DOC icon
Healthpeak Properties
DOC
+$483K

Top Sells

1
+$650K
2
+$589K
3
+$558K
4
COR
Coresite Realty Corporation
COR
+$537K
5
WELL icon
Welltower
WELL
+$523K

Sector Composition

1 Technology 16.5%
2 Financials 15.55%
3 Healthcare 12.84%
4 Industrials 9.82%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$85K 0.07%
985
277
$84K 0.07%
919
278
$81K 0.07%
1,856
279
$81K 0.07%
2,554
280
$81K 0.07%
2,920
281
$80K 0.07%
3,267
282
$80K 0.07%
1,318
283
$79K 0.06%
1,800
284
$78K 0.06%
1,433
285
$78K 0.06%
2,367
286
$78K 0.06%
2,345
287
$75K 0.06%
1,998
288
$75K 0.06%
9,000
289
$74K 0.06%
627
-273
290
$74K 0.06%
719
291
$74K 0.06%
788
292
$73K 0.06%
2,601
293
$73K 0.06%
2,593
294
$72K 0.06%
2,080
295
$72K 0.06%
2,842
296
$70K 0.06%
1,206
297
$69K 0.06%
2,066
-2,915
298
$68K 0.06%
2,601
299
$67K 0.05%
1,294
300
$67K 0.05%
1,284
10 11
12
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