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
326
$151K ﹤0.01%
3,710
327
$150K ﹤0.01%
2,717
-5,192
328
$150K ﹤0.01%
3,030
-101
329
$146K ﹤0.01%
378
330
$146K ﹤0.01%
2,770
+2,212
331
$146K ﹤0.01%
269
+10
332
$146K ﹤0.01%
1,048
333
$144K ﹤0.01%
5,970
334
$143K ﹤0.01%
1,093
335
$143K ﹤0.01%
1,833
-905
336
$140K ﹤0.01%
2,212
337
$140K ﹤0.01%
16,176
338
$139K ﹤0.01%
2,519
339
$136K ﹤0.01%
783
+10
340
$135K ﹤0.01%
933
341
$133K ﹤0.01%
3,071
342
$132K ﹤0.01%
424
343
$127K ﹤0.01%
507
344
$127K ﹤0.01%
2,580
+20
345
$123K ﹤0.01%
419
+1
346
$121K ﹤0.01%
1,785
347
$121K ﹤0.01%
2,780
348
$120K ﹤0.01%
885
349
$119K ﹤0.01%
808
350
$118K ﹤0.01%
2,768
12 13
14
15 16