ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$429K
3
+$415K
4
MAA icon
Mid-America Apartment Communities
MAA
+$407K
5
ELME
Elme Communities
ELME
+$405K

Top Sells

1
+$1.05M
2
+$818K
3
+$680K
4
GS icon
Goldman Sachs
GS
+$582K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$554K

Sector Composition

1 Technology 17.4%
2 Financials 15.65%
3 Healthcare 12.24%
4 Real Estate 11.38%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.53%
3,927
52
$599K 0.52%
25,400
-14,730
53
$595K 0.52%
20,049
-12,582
54
$565K 0.49%
1,351
-54
55
$546K 0.48%
9,826
56
$544K 0.48%
5,817
-504
57
$543K 0.47%
7,475
58
$532K 0.46%
2,463
-423
59
$529K 0.46%
10,676
+8,660
60
$519K 0.45%
3,858
-902
61
$511K 0.45%
5,828
62
$508K 0.44%
3,291
-829
63
$507K 0.44%
2,297
-374
64
$502K 0.44%
7,938
-2,006
65
$487K 0.43%
18,388
+3,966
66
$481K 0.42%
3,848
+525
67
$480K 0.42%
4,616
-1,318
68
$468K 0.41%
80,880
-26,840
69
$468K 0.41%
13,137
+2,707
70
$466K 0.41%
5,111
+4,463
71
$459K 0.4%
5,021
72
$452K 0.4%
5,843
73
$447K 0.39%
15,868
74
$438K 0.38%
5,527
-1,233
75
$435K 0.38%
1,728
-2,312
1 2
3
4 5