ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
-0.27%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
-$3.22M
(-2.6%)
Cap. Flow
-$1.96M
Cap. Flow
% of AUM
-1.66%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
398
New
16
Increased
51
Reduced
22
Closed
20
Top Buys
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
+$324K |
| 2 |
Welltower
WELL
|
+$291K |
| 3 |
Simon Property Group
SPG
|
+$236K |
| 4 |
Kimco Realty
KIM
|
+$211K |
| 5 |
Vornado Realty Trust
VNO
|
+$199K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.45M |
| 2 |
PHX
PHX Minerals
PHX
|
+$1.08M |
| 3 |
3M
MMM
|
+$826K |
| 4 |
EOG Resources
EOG
|
+$448K |
| 5 |
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% |
