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
$114M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$429K
3
+$415K
4
MAA icon
Mid-America Apartment Communities
MAA
+$407K
5
ELME
Elme Communities
ELME
+$405K

Top Sells

1
+$1.05M
2
+$818K
3
+$680K
4
GS icon
Goldman Sachs
GS
+$582K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$554K

Sector Composition

1 Technology 17.4%
2 Financials 15.65%
3 Healthcare 12.24%
4 Real Estate 11.38%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.2%
2,346
152
$220K 0.19%
1,404
-405
153
$219K 0.19%
11,772
-3,174
154
$217K 0.19%
2,969
155
$212K 0.19%
2,018
-1,156
156
$210K 0.18%
2,893
157
$208K 0.18%
1,902
-264
158
$206K 0.18%
5,251
159
$205K 0.18%
7,379
160
$205K 0.18%
3,981
161
$205K 0.18%
3,934
-706
162
$204K 0.18%
7,471
163
$201K 0.18%
3,165
164
$199K 0.17%
2,905
165
$199K 0.17%
3,637
166
$198K 0.17%
3,040
167
$198K 0.17%
2,903
-856
168
$197K 0.17%
+2,711
169
$197K 0.17%
1,135
-883
170
$196K 0.17%
1,754
171
$195K 0.17%
+5,669
172
$195K 0.17%
+3,703
173
$190K 0.17%
1,801
174
$188K 0.16%
+4,000
175
$186K 0.16%
2,383
5 6
7
8 9