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
101
$378K 0.3%
1,625
+965
102
$375K 0.3%
1,500
103
$375K 0.3%
1,304
104
$375K 0.3%
20,105
+1
105
$374K 0.3%
1,778
+589
106
$374K 0.3%
5,106
+3,476
107
$374K 0.3%
1,315
+1,235
108
$373K 0.3%
+3,532
109
$372K 0.3%
+4,683
110
$370K 0.29%
3,994
111
$369K 0.29%
3,978
112
$362K 0.29%
1,276
-215
113
$358K 0.28%
17,179
114
$350K 0.28%
4,048
+640
115
$345K 0.27%
3,947
116
$340K 0.27%
430
+154
117
$334K 0.27%
2,368
118
$330K 0.26%
+11,036
119
$329K 0.26%
8,750
120
$319K 0.25%
1,849
121
$317K 0.25%
9,826
122
$316K 0.25%
+4,070
123
$311K 0.25%
7,890
124
$302K 0.24%
6,372
125
$301K 0.24%
2,919
3 4
5
6 7