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
-20,111
352
-320
353
-577
354
-3,636
355
-1,205
356
-1,532
357
-13,894
358
-1,192
359
-710
360
-9,954
361
-4,605
362
-672
363
-656
364
-23,936
365
-2,928
366
-1,240
367
-2,885
368
-3,249
369
-2,381
370
-9,262
371
-794
372
-1,638
373
-5,475
374
-13,326
375
-11,665