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
$118M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$291K
3
+$236K
4
KIM icon
Kimco Realty
KIM
+$211K
5
VNO icon
Vornado Realty Trust
VNO
+$199K

Top Sells

1
+$1.45M
2
+$1.08M
3
+$826K
4
EOG icon
EOG Resources
EOG
+$448K
5
DOC icon
Healthpeak Properties
DOC
+$221K

Sector Composition

1 Technology 14.97%
2 Financials 13.79%
3 Healthcare 13.67%
4 Energy 10.21%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.86%
43,485
27
$966K 0.82%
5,261
28
$958K 0.81%
10,761
29
$953K 0.81%
10,240
30
$884K 0.75%
8,305
31
$869K 0.74%
53,969
32
$866K 0.73%
22,622
33
$861K 0.73%
8,462
34
$857K 0.73%
34,063
35
$832K 0.7%
32,631
36
$824K 0.7%
11,025
37
$818K 0.69%
21,648
+2,722
38
$776K 0.66%
5,523
39
$717K 0.61%
9,011
40
$712K 0.6%
13,344
41
$686K 0.58%
7,480
42
$673K 0.57%
17,386
43
$668K 0.57%
7,043
44
$668K 0.57%
11,395
45
$663K 0.56%
8,665
46
$636K 0.54%
13,335
47
$628K 0.53%
12,262
48
$621K 0.53%
3
49
$614K 0.52%
4,819
50
$613K 0.52%
3,150
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2
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