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
26
$918K 0.73%
23,867
27
$906K 0.72%
26,242
-2,858
28
$892K 0.71%
21,521
29
$888K 0.7%
40,172
30
$873K 0.69%
5,500
31
$752K 0.6%
32,631
32
$750K 0.6%
4,819
33
$713K 0.57%
4,774
34
$711K 0.56%
9,011
35
$708K 0.56%
4,425
-1,254
36
$707K 0.56%
13,757
37
$705K 0.56%
10,220
-6,396
38
$698K 0.55%
3,324
39
$687K 0.55%
6,653
40
$671K 0.53%
5,510
41
$670K 0.53%
4,584
42
$655K 0.52%
6,782
43
$645K 0.51%
12,862
+2,137
44
$623K 0.49%
4,289
+778
45
$618K 0.49%
11,079
46
$614K 0.49%
26,082
+6,691
47
$612K 0.49%
5,198
-3,123
48
$609K 0.48%
8,546
49
$604K 0.48%
9,640
50
$602K 0.48%
15,198
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