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
276
$293K 0.01%
1,338
277
$292K 0.01%
1,310
278
$289K 0.01%
2,719
-7
279
$287K 0.01%
1,569
280
$270K 0.01%
9,950
281
$269K 0.01%
5,133
282
$268K 0.01%
1,125
283
$265K 0.01%
8,535
284
$264K 0.01%
3,546
-13
285
$260K 0.01%
6,500
-16
286
$258K 0.01%
13,588
287
$250K 0.01%
125
288
$250K 0.01%
1,930
+5
289
$245K 0.01%
1,840
290
$243K 0.01%
1,647
+5
291
$240K 0.01%
3,012
292
$235K 0.01%
3,886
293
$235K 0.01%
11,474
-489
294
$231K 0.01%
2,905
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295
$216K 0.01%
6,000
296
$209K 0.01%
2,100
297
$205K 0.01%
2,236
298
$204K 0.01%
1,157
299
$204K 0.01%
2,030
300
$203K 0.01%
397
+4
10 11
12
13 14