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
$1.31B
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$5.63M
3
+$4.2M
4
TFC icon
Truist Financial
TFC
+$3.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.45M

Top Sells

1
+$9.34M
2
+$3.76M
3
+$2.04M
4
MSFT icon
Microsoft
MSFT
+$1.86M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 15.27%
2 Healthcare 13.37%
3 Technology 13.36%
4 Industrials 8.44%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K ﹤0.01%
835
-2
377
$23K ﹤0.01%
460
378
$23K ﹤0.01%
279
379
$23K ﹤0.01%
377
-30
380
$22K ﹤0.01%
275
+5
381
$22K ﹤0.01%
1,545
+10
382
$22K ﹤0.01%
700
383
$22K ﹤0.01%
491
+189
384
$21K ﹤0.01%
145
+3
385
$21K ﹤0.01%
603
386
$21K ﹤0.01%
278
+4
387
$21K ﹤0.01%
436
388
$21K ﹤0.01%
200
389
$21K ﹤0.01%
105
390
$20K ﹤0.01%
144
+5
391
$20K ﹤0.01%
4,163
-2,770
392
$20K ﹤0.01%
195
393
$20K ﹤0.01%
179
394
$20K ﹤0.01%
75
395
$20K ﹤0.01%
150
+2
396
$20K ﹤0.01%
559
-55
397
$20K ﹤0.01%
975
398
$20K ﹤0.01%
+128
399
$20K ﹤0.01%
159
+2
400
$20K ﹤0.01%
1,755
14 15
16
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