ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$429K
3
+$415K
4
MAA icon
Mid-America Apartment Communities
MAA
+$407K
5
ELME
Elme Communities
ELME
+$405K

Top Sells

1
+$1.05M
2
+$818K
3
+$680K
4
GS icon
Goldman Sachs
GS
+$582K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$554K

Sector Composition

1 Technology 17.4%
2 Financials 15.65%
3 Healthcare 12.24%
4 Real Estate 11.38%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.25%
812
-170
127
$282K 0.25%
12,862
+2,013
128
$281K 0.25%
5,393
-271
129
$281K 0.25%
1,671
-1,653
130
$279K 0.24%
2,038
131
$279K 0.24%
11,665
132
$279K 0.24%
3,705
+2,607
133
$278K 0.24%
4,848
-1,569
134
$274K 0.24%
13,510
135
$272K 0.24%
4,161
-1,094
136
$267K 0.23%
3,846
137
$266K 0.23%
2,195
138
$265K 0.23%
853
-451
139
$264K 0.23%
1,026
140
$263K 0.23%
5,096
-1,276
141
$263K 0.23%
2,523
142
$262K 0.23%
1,384
-880
143
$249K 0.22%
1,563
144
$247K 0.22%
2,844
145
$247K 0.22%
1,293
-284
146
$244K 0.21%
2,213
147
$240K 0.21%
3,700
-8,335
148
$236K 0.21%
1,252
-461
149
$234K 0.2%
1,617
150
$232K 0.2%
2,814
4 5
6
7 8