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
$115M
AUM Growth
+$323K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$437K
3
+$430K
4
BDN
Brandywine Realty Trust
BDN
+$428K
5
LPT
Liberty Property Trust
LPT
+$421K

Top Sells

1
+$641K
2
+$480K
3
+$465K
4
INVH icon
Invitation Homes
INVH
+$435K
5
ACC
American Campus Communities, Inc.
ACC
+$421K

Sector Composition

1 Technology 17.67%
2 Financials 14.79%
3 Healthcare 12.18%
4 Real Estate 11.03%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.23%
3,105
-2,738
127
$264K 0.23%
1,293
128
$263K 0.23%
2,346
129
$262K 0.23%
1,252
130
$262K 0.23%
10,999
+8,509
131
$262K 0.23%
2,580
+2,056
132
$254K 0.22%
1,117
+817
133
$252K 0.22%
3,705
134
$250K 0.22%
853
135
$250K 0.22%
11,772
136
$250K 0.22%
812
137
$247K 0.22%
4,848
138
$246K 0.21%
9,262
139
$244K 0.21%
7,471
140
$243K 0.21%
1,563
141
$234K 0.2%
13,510
142
$233K 0.2%
2,213
143
$232K 0.2%
1,135
144
$231K 0.2%
2,814
145
$226K 0.2%
2,368
-1,478
146
$224K 0.2%
3,040
147
$224K 0.2%
7,379
148
$222K 0.19%
1,026
149
$221K 0.19%
1,754
150
$212K 0.18%
2,690
-2,837
4 5
6
7 8