ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$487K
2 +$470K
3 +$412K
4
EXR icon
Extra Space Storage
EXR
+$369K
5
CFG icon
Citizens Financial Group
CFG
+$330K

Top Sells

1 +$809K
2 +$647K
3 +$315K
4
UPS icon
United Parcel Service
UPS
+$306K
5
PNC icon
PNC Financial Services
PNC
+$281K

Sector Composition

1 Technology 17.15%
2 Financials 13.87%
3 Real Estate 12.68%
4 Healthcare 11.94%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-710
352
-9,954
353
-4,605
354
-672
355
-656
356
-23,936
357
-2,928
358
-1,240
359
-2,885
360
-3,249
361
-1,919
362
-4,743
363
-7,296
364
-1,604
365
-877
366
-2,381
367
-9,262
368
-794
369
-1,638
370
-5,475
371
-13,326
372
-11,665
373
-584
374
-708
375
-1,426