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
$132M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$643K
3
+$576K
4
CUBE icon
CubeSmart
CUBE
+$459K
5
AMT icon
American Tower
AMT
+$450K

Top Sells

1
+$1.35M
2
+$527K
3
+$518K
4
PG icon
Procter & Gamble
PG
+$510K
5
KRC icon
Kilroy Realty
KRC
+$363K

Sector Composition

1 Technology 18.14%
2 Financials 15.91%
3 Healthcare 12.25%
4 Real Estate 9.93%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.19%
13,510
152
$246K 0.19%
2,161
+1,298
153
$242K 0.18%
1,026
+140
154
$240K 0.18%
2,166
155
$238K 0.18%
2,499
156
$237K 0.18%
34,575
157
$237K 0.18%
2,346
-1,702
158
$233K 0.18%
5,664
159
$231K 0.17%
2,195
160
$231K 0.17%
4,640
161
$231K 0.17%
4,148
162
$230K 0.17%
1,589
163
$229K 0.17%
2,814
164
$228K 0.17%
10,849
165
$221K 0.17%
+3,846
166
$219K 0.17%
2,458
167
$219K 0.17%
3,981
168
$218K 0.16%
+1,240
169
$218K 0.16%
2,893
170
$217K 0.16%
7,015
171
$214K 0.16%
2,905
172
$212K 0.16%
1,617
173
$207K 0.16%
+7,379
174
$206K 0.16%
6,439
175
$204K 0.15%
+3,637
5 6
7
8 9