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
$126M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$384K
3
+$383K
4
AMT icon
American Tower
AMT
+$373K
5
COR
Coresite Realty Corporation
COR
+$372K

Top Sells

1
+$644K
2
+$634K
3
+$623K
4
CCI icon
Crown Castle
CCI
+$461K
5
RTX icon
RTX Corp
RTX
+$441K

Sector Composition

1 Financials 15.83%
2 Technology 14.89%
3 Healthcare 12.19%
4 Industrials 10.52%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.34%
15,107
77
$421K 0.33%
6,426
78
$421K 0.33%
3,437
79
$414K 0.33%
5,828
80
$413K 0.33%
3,604
81
$394K 0.31%
2,808
82
$392K 0.31%
18,749
+17,221
83
$388K 0.31%
5,442
+890
84
$386K 0.31%
+12,351
85
$386K 0.31%
19,604
+17,043
86
$385K 0.31%
5,021
+4,271
87
$384K 0.3%
1,719
+56
88
$384K 0.3%
+9,086
89
$384K 0.3%
15,371
+5,369
90
$383K 0.3%
3,678
+2,205
91
$383K 0.3%
5,728
+2,556
92
$383K 0.3%
+15,498
93
$383K 0.3%
14,431
+11,157
94
$383K 0.3%
7,998
+6,948
95
$382K 0.3%
63,147
+51,361
96
$382K 0.3%
2,691
+1,969
97
$382K 0.3%
12,634
+10,301
98
$382K 0.3%
24,907
+20,449
99
$380K 0.3%
28,816
100
$378K 0.3%
3,741
+643
2 3
4
5 6