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
$132M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$643K
3
+$576K
4
CUBE icon
CubeSmart
CUBE
+$459K
5
AMT icon
American Tower
AMT
+$450K

Top Sells

1
+$1.35M
2
+$527K
3
+$518K
4
PG icon
Procter & Gamble
PG
+$510K
5
KRC icon
Kilroy Realty
KRC
+$363K

Sector Composition

1 Technology 18.14%
2 Financials 15.91%
3 Healthcare 12.25%
4 Real Estate 9.93%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.78%
4,040
27
$1.02M 0.78%
6,973
+1,335
28
$1.02M 0.77%
4,949
29
$987K 0.75%
21,521
30
$949K 0.72%
7,914
31
$932K 0.7%
9,640
32
$909K 0.69%
+8,604
33
$886K 0.67%
12,035
34
$881K 0.67%
8,198
35
$849K 0.64%
15,817
-3,925
36
$828K 0.63%
14,511
37
$815K 0.62%
5,386
38
$797K 0.6%
4,584
39
$782K 0.59%
9,683
40
$779K 0.59%
4,526
41
$775K 0.59%
5,429
+3,149
42
$774K 0.59%
10,062
43
$766K 0.58%
3,893
44
$744K 0.56%
10,475
45
$737K 0.56%
13,757
46
$708K 0.54%
34,472
47
$708K 0.54%
4,120
48
$691K 0.52%
18,264
49
$683K 0.52%
2,126
+87
50
$670K 0.51%
12,775
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