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
$132M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$643K
3
+$576K
4
CUBE icon
CubeSmart
CUBE
+$459K
5
AMT icon
American Tower
AMT
+$450K

Top Sells

1
+$1.35M
2
+$527K
3
+$518K
4
PG icon
Procter & Gamble
PG
+$510K
5
KRC icon
Kilroy Realty
KRC
+$363K

Sector Composition

1 Technology 18.14%
2 Financials 15.91%
3 Healthcare 12.25%
4 Real Estate 9.93%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.24%
11,665
127
$319K 0.24%
1,713
128
$318K 0.24%
2,018
129
$314K 0.24%
2,677
130
$310K 0.23%
3,772
131
$307K 0.23%
+16,442
132
$306K 0.23%
430
133
$302K 0.23%
1,809
134
$301K 0.23%
982
135
$300K 0.23%
2,521
136
$298K 0.23%
7,890
137
$298K 0.23%
10,210
138
$296K 0.22%
2,523
139
$295K 0.22%
6,965
140
$288K 0.22%
2,466
141
$277K 0.21%
4,558
142
$274K 0.21%
14,946
143
$274K 0.21%
2,844
144
$273K 0.21%
2,038
145
$267K 0.2%
2,213
146
$267K 0.2%
1,577
147
$262K 0.2%
3,759
148
$262K 0.2%
3,366
149
$256K 0.19%
1,563
+648
150
$250K 0.19%
3,827
4 5
6
7 8