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
$123M
AUM Growth
-$778K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$505K
3
+$501K
4
UE icon
Urban Edge Properties
UE
+$486K
5
DOC icon
Healthpeak Properties
DOC
+$483K

Top Sells

1
+$650K
2
+$589K
3
+$558K
4
COR
Coresite Realty Corporation
COR
+$537K
5
WELL icon
Welltower
WELL
+$523K

Sector Composition

1 Technology 16.5%
2 Financials 15.55%
3 Healthcare 12.84%
4 Industrials 9.82%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$241K 0.2%
3,099
152
$239K 0.19%
1,169
153
$236K 0.19%
7,909
154
$232K 0.19%
2,195
155
$230K 0.19%
1,577
156
$229K 0.19%
4,558
157
$224K 0.18%
3,759
158
$223K 0.18%
877
159
$220K 0.18%
2,608
160
$216K 0.18%
2,893
161
$212K 0.17%
2,260
+1,692
162
$211K 0.17%
4,640
163
$208K 0.17%
1,894
164
$205K 0.17%
1,617
165
$203K 0.17%
1,646
166
$202K 0.16%
2,905
167
$202K 0.16%
2,256
168
$200K 0.16%
3,827
169
$198K 0.16%
9,806
170
$197K 0.16%
2,526
171
$197K 0.16%
2,499
172
$195K 0.16%
2,945
173
$195K 0.16%
2,915
174
$193K 0.16%
6,439
175
$193K 0.16%
1,589
5 6
7
8 9