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
326
$43K 0.04%
2,080
327
$43K 0.04%
1,159
328
$43K 0.04%
2,459
329
$43K 0.04%
1,220
330
$42K 0.04%
1,207
331
$41K 0.03%
1,048
332
$40K 0.03%
1,912
333
$38K 0.03%
1,318
334
$38K 0.03%
586
335
$37K 0.03%
1,206
336
$36K 0.03%
1,784
337
$36K 0.03%
479
+209
338
$36K 0.03%
227
-80
339
$35K 0.03%
693
+125
340
$34K 0.03%
1,987
-1,830
341
$34K 0.03%
+1,336
342
$32K 0.03%
861
+124
343
$32K 0.03%
+334
344
$32K 0.03%
651
+163
345
$31K 0.03%
642
-198
346
$31K 0.03%
1,355
347
$30K 0.03%
1,182
+427
348
$29K 0.02%
448
349
$28K 0.02%
842
+433
350
$28K 0.02%
923
12 13
14
15 16