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
376
$36K 0.03%
+3,332
377
$35K 0.03%
717
378
$35K 0.03%
1,019
379
$35K 0.03%
1,212
380
$31K 0.02%
+2,078
381
$30K 0.02%
977
382
$28K 0.02%
888
383
$27K 0.02%
+19
384
$23K 0.02%
+1,862
385
$23K 0.02%
560
386
$23K 0.02%
1,031
387
$20K 0.02%
123
388
$14K 0.01%
448
389
$12K 0.01%
392
+132
390
$12K 0.01%
131
391
$11K 0.01%
290
392
$11K 0.01%
424
393
$9K 0.01%
652
+645
394
$8K 0.01%
473
395
$4K ﹤0.01%
+184
396
$4K ﹤0.01%
217
+119
397
$1K ﹤0.01%
142
+31
398
$1K ﹤0.01%
63
399
– –
-623
400
– –
-323
14 15
16
17 18