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
201
$172K 0.14%
3,140
202
$170K 0.13%
1,577
203
$170K 0.13%
11,264
204
$169K 0.13%
2,526
205
$165K 0.13%
2,143
+276
206
$164K 0.13%
1,816
207
$163K 0.13%
+11,490
208
$163K 0.13%
+7,177
209
$162K 0.13%
2,547
+301
210
$161K 0.13%
10,849
211
$159K 0.13%
3,482
-2,845
212
$158K 0.13%
36,950
213
$156K 0.12%
11,839
214
$156K 0.12%
6,439
-5,698
215
$156K 0.12%
2,383
216
$152K 0.12%
1,942
217
$150K 0.12%
2,915
218
$150K 0.12%
1,043
-509
219
$148K 0.12%
+2,950
220
$143K 0.11%
13,510
221
$143K 0.11%
2,312
222
$142K 0.11%
2,731
223
$139K 0.11%
1,044
-391
224
$139K 0.11%
+1,925
225
$136K 0.11%
+4,006
7 8
9
10 11