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
151
$253K 0.2%
2,213
152
$252K 0.2%
4,558
153
$246K 0.2%
16,435
-13,955
154
$245K 0.19%
3,262
+1,769
155
$243K 0.19%
2,481
156
$242K 0.19%
5,179
157
$241K 0.19%
2,552
158
$239K 0.19%
2,038
159
$235K 0.19%
+4,171
160
$234K 0.19%
7,890
161
$234K 0.19%
1,255
162
$234K 0.19%
1,617
163
$234K 0.19%
4,320
-1,534
164
$233K 0.19%
3,336
+444
165
$233K 0.19%
4,148
166
$231K 0.18%
2,018
167
$224K 0.18%
2,608
168
$223K 0.18%
3,099
169
$219K 0.17%
+10,560
170
$219K 0.17%
3,085
171
$218K 0.17%
4,640
172
$216K 0.17%
10,008
173
$214K 0.17%
1,532
174
$213K 0.17%
1,169
175
$209K 0.17%
2,970
5 6
7
8 9