FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,779
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.95M
3
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$402K 0.01%
13,684
+579
252
$392K 0.01%
9,540
+70
253
$392K 0.01%
1,410
254
$388K 0.01%
1,757
+2
255
$383K 0.01%
2,559
-310
256
$372K 0.01%
13,588
257
$361K 0.01%
637
258
$349K 0.01%
8,463
259
$337K 0.01%
1,221
260
$335K 0.01%
1,051
-8
261
$335K 0.01%
4,560
-550
262
$335K 0.01%
12,625
263
$332K 0.01%
4,876
-99
264
$329K 0.01%
2,412
+80
265
$326K 0.01%
13,320
-243
266
$325K 0.01%
13,818
267
$324K 0.01%
3,965
-100
268
$316K 0.01%
4,736
-22
269
$316K 0.01%
7,135
+19
270
$309K 0.01%
67,456
-34,192
271
$304K 0.01%
9,503
-4,136
272
$303K 0.01%
1,013
273
$302K 0.01%
7,122
274
$300K 0.01%
6,106
-1,073
275
$296K 0.01%
1,108
9 10
11
12 13