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
$132M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$643K
3
+$576K
4
CUBE icon
CubeSmart
CUBE
+$459K
5
AMT icon
American Tower
AMT
+$450K

Top Sells

1
+$1.35M
2
+$527K
3
+$518K
4
PG icon
Procter & Gamble
PG
+$510K
5
KRC icon
Kilroy Realty
KRC
+$363K

Sector Composition

1 Technology 18.14%
2 Financials 15.91%
3 Healthcare 12.25%
4 Real Estate 9.93%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91K 0.07%
1,800
277
$91K 0.07%
2,511
278
$90K 0.07%
1,856
279
$90K 0.07%
1,998
280
$90K 0.07%
1,098
281
$90K 0.07%
+1,991
282
$90K 0.07%
788
283
$89K 0.07%
985
284
$88K 0.07%
2,601
285
$88K 0.07%
1,389
286
$87K 0.07%
2,757
287
$85K 0.06%
1,433
288
$85K 0.06%
1,919
289
$84K 0.06%
349
290
$84K 0.06%
437
291
$83K 0.06%
6,194
292
$83K 0.06%
1,255
293
$83K 0.06%
2,601
294
$82K 0.06%
1,604
295
$82K 0.06%
2,459
296
$81K 0.06%
883
-1,059
297
$81K 0.06%
1,498
298
$80K 0.06%
719
299
$78K 0.06%
627
300
$78K 0.06%
462
10 11
12
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