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
$118M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$291K
3
+$236K
4
KIM icon
Kimco Realty
KIM
+$211K
5
VNO icon
Vornado Realty Trust
VNO
+$199K

Top Sells

1
+$1.45M
2
+$1.08M
3
+$826K
4
EOG icon
EOG Resources
EOG
+$448K
5
DOC icon
Healthpeak Properties
DOC
+$221K

Sector Composition

1 Technology 14.97%
2 Financials 13.79%
3 Healthcare 13.67%
4 Energy 10.21%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.32%
9,551
102
$369K 0.31%
10,669
103
$368K 0.31%
6,986
104
$356K 0.3%
2,526
-929
105
$352K 0.3%
3,749
106
$352K 0.3%
5,091
107
$344K 0.29%
3,475
-4,523
108
$343K 0.29%
3,382
109
$336K 0.28%
4,919
110
$331K 0.28%
2,052
111
$329K 0.28%
7,545
112
$328K 0.28%
5,247
113
$325K 0.28%
9,444
114
$324K 0.27%
+4,581
115
$320K 0.27%
4,383
116
$317K 0.27%
6,965
117
$313K 0.27%
9,819
118
$312K 0.26%
3,978
119
$308K 0.26%
1,686
120
$305K 0.26%
4,873
121
$302K 0.26%
2,484
122
$301K 0.25%
3,691
123
$299K 0.25%
3,451
124
$293K 0.25%
3,790
125
$290K 0.25%
3,437
3 4
5
6 7