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
376
$23K ﹤0.01%
300
377
$23K ﹤0.01%
2,331
378
$23K ﹤0.01%
450
379
$23K ﹤0.01%
2,491
380
$23K ﹤0.01%
600
381
$22K ﹤0.01%
547
382
$22K ﹤0.01%
250
383
$22K ﹤0.01%
730
-329
384
$22K ﹤0.01%
861
385
$22K ﹤0.01%
501
-250
386
$22K ﹤0.01%
148
387
$21K ﹤0.01%
304
388
$21K ﹤0.01%
112
389
$21K ﹤0.01%
310
390
$21K ﹤0.01%
872
+800
391
$21K ﹤0.01%
450
392
$21K ﹤0.01%
153
+123
393
$21K ﹤0.01%
552
394
$21K ﹤0.01%
713
395
$21K ﹤0.01%
270
+1
396
$20K ﹤0.01%
107
-25
397
$20K ﹤0.01%
320
398
$20K ﹤0.01%
500
399
$20K ﹤0.01%
411
+97
400
$19K ﹤0.01%
435
14 15
16
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