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
401
– –
-6,008
402
– –
-1,161
403
– –
-1,781
404
– –
-1,568
405
– –
-1,206
13 14 15 16
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