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
326
$69K 0.05%
1,998
327
$69K 0.05%
+1,648
328
$69K 0.05%
788
-675
329
$68K 0.05%
9,000
330
$67K 0.05%
1,931
331
$65K 0.05%
820
332
$64K 0.05%
935
333
$64K 0.05%
+2,601
334
$64K 0.05%
5,251
335
$63K 0.05%
+2,544
336
$62K 0.05%
833
337
$62K 0.05%
+844
338
$61K 0.05%
2,819
339
$60K 0.05%
1,685
340
$60K 0.05%
1,140
341
$60K 0.05%
1,220
342
$59K 0.05%
1,206
343
$58K 0.05%
2,490
344
$57K 0.05%
2,080
345
$57K 0.05%
+1,167
346
$57K 0.05%
509
347
$56K 0.04%
1,386
348
$55K 0.04%
710
349
$55K 0.04%
1,207
350
$55K 0.04%
776
12 13
14
15 16