FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$750M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.47M
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$625K
5
ATI icon
ATI
ATI
+$585K

Top Sells

1
+$1.66M
2
+$835K
3
+$691K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$529K
5
DTV
DIRECTV COM STK (DE)
DTV
+$510K

Sector Composition

1 Financials 17.57%
2 Healthcare 12.85%
3 Technology 12.11%
4 Energy 8.95%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58K 0.01%
453
-50
277
$58K 0.01%
590
278
$58K 0.01%
1,511
+511
279
$57K 0.01%
1,088
280
$55K 0.01%
1,520
281
$55K 0.01%
1,500
282
$55K 0.01%
587
283
$54K 0.01%
570
+132
284
$53K 0.01%
2,197
285
$53K 0.01%
1,275
-1
286
$53K 0.01%
1,240
287
$53K 0.01%
1,026
-32,139
288
$52K 0.01%
649
-60
289
$52K 0.01%
2,628
+566
290
$51K 0.01%
1,080
-5
291
$51K 0.01%
400
292
$50K 0.01%
600
293
$50K 0.01%
538
294
$48K 0.01%
2,167
295
$47K 0.01%
692
296
$46K 0.01%
2,164
+110
297
$44K 0.01%
+514
298
$44K 0.01%
570
-71
299
$44K 0.01%
3,510
300
$43K 0.01%
830
10 11
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