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
51
$653K 0.49%
9,011
52
$638K 0.48%
4,760
53
$637K 0.48%
1,405
+984
54
$625K 0.47%
4,260
55
$620K 0.47%
5,934
56
$620K 0.47%
6,782
57
$609K 0.46%
9,944
58
$601K 0.45%
3,927
59
$595K 0.45%
8,305
60
$588K 0.44%
6,321
61
$588K 0.44%
4,076
62
$569K 0.43%
8,883
63
$560K 0.42%
15,318
64
$558K 0.42%
2,937
65
$544K 0.41%
3,324
66
$543K 0.41%
2,671
+182
67
$543K 0.41%
6,760
68
$542K 0.41%
5,828
69
$542K 0.41%
2,886
+156
70
$529K 0.4%
7,852
71
$524K 0.4%
7,475
72
$522K 0.39%
15,107
73
$521K 0.39%
107,720
74
$513K 0.39%
295
75
$502K 0.38%
9,826
1 2
3
4 5