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
$118M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$291K
3
+$236K
4
KIM icon
Kimco Realty
KIM
+$211K
5
VNO icon
Vornado Realty Trust
VNO
+$199K

Top Sells

1
+$1.45M
2
+$1.08M
3
+$826K
4
EOG icon
EOG Resources
EOG
+$448K
5
DOC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.18%
1,813
152
$217K 0.18%
3,921
153
$215K 0.18%
3,850
154
$215K 0.18%
1,713
155
$213K 0.18%
3,268
156
$212K 0.18%
9,826
157
$211K 0.18%
+9,632
158
$209K 0.18%
4,531
159
$209K 0.18%
215,437
160
$208K 0.18%
5,594
161
$207K 0.18%
3,868
-670
162
$203K 0.17%
4,542
163
$203K 0.17%
2,070
164
$198K 0.17%
2,444
165
$192K 0.16%
1,457
166
$188K 0.16%
6,670
167
$186K 0.16%
1,894
168
$186K 0.16%
2,714
169
$184K 0.16%
5,179
170
$179K 0.15%
1,294
171
$178K 0.15%
+3,537
172
$178K 0.15%
16,695
173
$177K 0.15%
2,018
174
$177K 0.15%
1,589
175
$176K 0.15%
3,889
-55
5 6
7
8 9