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
301
$55K 0.05%
1,294
302
$55K 0.05%
1,596
+333
303
$54K 0.05%
1,595
304
$54K 0.05%
906
305
$54K 0.05%
1,379
-1,049
306
$54K 0.05%
2,026
+514
307
$54K 0.05%
1,293
308
$54K 0.05%
2,107
309
$51K 0.04%
1,394
-1,026
310
$51K 0.04%
731
311
$50K 0.04%
1,769
+369
312
$50K 0.04%
1,526
+447
313
$50K 0.04%
980
314
$49K 0.04%
989
315
$49K 0.04%
1,209
316
$48K 0.04%
+2,220
317
$48K 0.04%
1,575
318
$48K 0.04%
+2,700
319
$48K 0.04%
1,406
+225
320
$47K 0.04%
1,211
-279
321
$46K 0.04%
1,708
322
$45K 0.04%
5,681
323
$45K 0.04%
3,561
324
$44K 0.04%
1,442
325
$44K 0.04%
8,769
11 12
13
14 15