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
$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
201
$168K 0.13%
805
-1,659
202
$168K 0.13%
2,417
203
$167K 0.13%
1,758
204
$166K 0.13%
958
205
$165K 0.12%
8,304
206
$164K 0.12%
1,404
207
$159K 0.12%
1,353
208
$158K 0.12%
5,118
209
$157K 0.12%
11,264
210
$156K 0.12%
1,662
211
$154K 0.12%
773
212
$153K 0.12%
615
213
$153K 0.12%
4,443
214
$144K 0.11%
3,482
215
$144K 0.11%
2,552
216
$144K 0.11%
10,958
217
$143K 0.11%
+3,317
218
$142K 0.11%
1,628
219
$141K 0.11%
2,982
220
$141K 0.11%
3,998
-3,951
221
$140K 0.11%
1,515
222
$138K 0.1%
+3,397
223
$138K 0.1%
705
224
$136K 0.1%
1,987
225
$134K 0.1%
1,992
7 8
9
10 11