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
$115M
AUM Growth
+$323K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$437K
3
+$430K
4
BDN
Brandywine Realty Trust
BDN
+$428K
5
LPT
Liberty Property Trust
LPT
+$421K

Top Sells

1
+$641K
2
+$480K
3
+$465K
4
INVH icon
Invitation Homes
INVH
+$435K
5
ACC
American Campus Communities, Inc.
ACC
+$421K

Sector Composition

1 Technology 17.67%
2 Financials 14.79%
3 Healthcare 12.18%
4 Real Estate 11.03%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$829K 0.72%
9,683
27
$815K 0.71%
14,356
+3,629
28
$809K 0.71%
5,613
+455
29
$808K 0.7%
7,705
30
$801K 0.7%
18,253
31
$786K 0.68%
13,570
32
$777K 0.68%
17,637
33
$736K 0.64%
4,327
+1,036
34
$708K 0.62%
10,062
35
$705K 0.61%
5,104
36
$696K 0.61%
3,772
37
$692K 0.6%
7,472
-2,168
38
$689K 0.6%
21,014
39
$688K 0.6%
13,757
40
$682K 0.59%
4,355
41
$658K 0.57%
34,472
42
$644K 0.56%
1,497
+146
43
$642K 0.56%
3,927
44
$616K 0.54%
25,400
45
$608K 0.53%
2,937
46
$608K 0.53%
10,676
47
$598K 0.52%
295
48
$588K 0.51%
8,305
49
$574K 0.5%
5,817
50
$572K 0.5%
20,049
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