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
51
$569K 0.5%
4,260
52
$557K 0.49%
5,828
53
$551K 0.48%
4,076
54
$550K 0.48%
9,800
+2,902
55
$547K 0.48%
3,858
56
$547K 0.48%
11,000
57
$546K 0.48%
3,320
58
$535K 0.47%
1,810
59
$534K 0.47%
4,236
+388
60
$522K 0.45%
52,953
61
$514K 0.45%
8,272
+897
62
$511K 0.45%
15,868
63
$509K 0.44%
4,616
64
$497K 0.43%
16,575
65
$495K 0.43%
6,134
66
$491K 0.43%
5,021
67
$487K 0.42%
2,833
+2,091
68
$485K 0.42%
4,373
69
$479K 0.42%
80,880
70
$474K 0.41%
1,943
71
$474K 0.41%
2,970
72
$469K 0.41%
83,295
+77,597
73
$464K 0.4%
+20,913
74
$455K 0.4%
35,596
75
$451K 0.39%
8,888
1 2
3
4 5