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
301
$201K 0.01%
924
302
$200K 0.01%
4,911
-789
303
$194K 0.01%
1,921
-681
304
$188K 0.01%
2,483
-106
305
$187K 0.01%
1,304
306
$184K 0.01%
412
+1
307
$184K 0.01%
4,248
308
$184K 0.01%
233
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309
$181K 0.01%
1,683
+28
310
$176K 0.01%
2,379
-63
311
$175K 0.01%
1,674
-1,075
312
$173K 0.01%
1,920
313
$173K 0.01%
2,326
-145
314
$168K ﹤0.01%
1,959
-121
315
$167K ﹤0.01%
810
+10
316
$165K ﹤0.01%
1,569
317
$164K ﹤0.01%
2,400
318
$164K ﹤0.01%
665
-2
319
$162K ﹤0.01%
6,613
-2,645
320
$160K ﹤0.01%
1,472
321
$156K ﹤0.01%
12,039
322
$156K ﹤0.01%
4,062
323
$154K ﹤0.01%
2,451
-5
324
$152K ﹤0.01%
1,078
-3
325
$151K ﹤0.01%
12,877
-3,875
11 12
13
14 15