ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
451
– –
-842
452
– –
-930
453
– –
-1,204
454
– –
-531
455
– –
-1,150
456
– –
-1,273
457
– –
-1,009
458
– –
-643
459
– –
-915
460
– –
-2,275
461
– –
-1,500
462
– –
-1,300
463
– –
-8
464
– –
-11,393
465
– –
-1,771
466
– –
-5,202
467
– –
-980
468
– –
-14
469
– –
-388
470
– –
-34,277
471
– –
-623
15 16 17 18
19