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
$2.51B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,820
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.57M
3
+$4.54M
4
BND icon
Vanguard Total Bond Market
BND
+$4.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Top Sells

1
+$5M
2
+$4.19M
3
+$3.84M
4
INTC icon
Intel
INTC
+$3.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.29M

Sector Composition

1 Financials 14.26%
2 Technology 13.91%
3 Healthcare 10.43%
4 Industrials 8.77%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$65.4K ﹤0.01%
1,308
377
$65K ﹤0.01%
227
-42
378
$63.6K ﹤0.01%
383
-100
379
$62.8K ﹤0.01%
1,040
-1,816
380
$62.6K ﹤0.01%
1,300
381
$61.7K ﹤0.01%
933
382
$61.5K ﹤0.01%
783
+34
383
$60.5K ﹤0.01%
237
-225
384
$58K ﹤0.01%
432
+8
385
$57.6K ﹤0.01%
255
386
$57.1K ﹤0.01%
290
387
$56.9K ﹤0.01%
3,272
388
$56.9K ﹤0.01%
293
389
$56.8K ﹤0.01%
778
-15
390
$56.6K ﹤0.01%
2,305
391
$56K ﹤0.01%
660
392
$56K ﹤0.01%
2,076
393
$54.7K ﹤0.01%
1,080
-816
394
$53.6K ﹤0.01%
384
395
$53.6K ﹤0.01%
170
+5
396
$53.3K ﹤0.01%
495
+141
397
$52K ﹤0.01%
509
+22
398
$50.8K ﹤0.01%
416
399
$49.9K ﹤0.01%
1,270
+110
400
$49.9K ﹤0.01%
196
14 15
16
17 18