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
126
$299K 0.24%
4,040
+2,033
127
$299K 0.24%
4,373
+687
128
$296K 0.24%
2,584
129
$291K 0.23%
1,250
130
$288K 0.23%
6,985
-1
131
$287K 0.23%
107,720
132
$284K 0.23%
4,604
133
$284K 0.23%
+5,782
134
$283K 0.22%
+3,697
135
$283K 0.22%
3,684
136
$283K 0.22%
9,407
-20,693
137
$277K 0.22%
5,324
138
$277K 0.22%
1,948
139
$276K 0.22%
3,827
140
$276K 0.22%
+2,254
141
$275K 0.22%
2,677
142
$274K 0.22%
1,713
143
$272K 0.22%
877
144
$267K 0.21%
14,140
145
$266K 0.21%
7,341
146
$266K 0.21%
6,965
147
$260K 0.21%
5,172
+770
148
$259K 0.21%
9,806
+1,793
149
$256K 0.2%
+27,362
150
$255K 0.2%
2,054
4 5
6
7 8