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
$895M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$4.95M
2 +$4.91M
3 +$4.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.13M
5
HBI icon
Hanesbrands
HBI
+$1.69M

Top Sells

1 +$1.47M
2 +$1.38M
3 +$1.25M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.07M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Sector Composition

1 Financials 15.68%
2 Healthcare 14%
3 Technology 10.83%
4 Consumer Staples 9.76%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$15K ﹤0.01%
341
-100
402
$15K ﹤0.01%
101
403
$15K ﹤0.01%
+500
404
$15K ﹤0.01%
195
405
$14K ﹤0.01%
600
406
$14K ﹤0.01%
126
407
$14K ﹤0.01%
128
408
$14K ﹤0.01%
+327
409
$14K ﹤0.01%
479
+325
410
$14K ﹤0.01%
500
411
$14K ﹤0.01%
472
412
$14K ﹤0.01%
897
413
$14K ﹤0.01%
300
414
$13K ﹤0.01%
167
415
$13K ﹤0.01%
117
416
$13K ﹤0.01%
288
417
$13K ﹤0.01%
175
418
$13K ﹤0.01%
277
419
$13K ﹤0.01%
768
420
$13K ﹤0.01%
169
421
$12K ﹤0.01%
195
-28
422
$12K ﹤0.01%
214
423
$12K ﹤0.01%
195
424
$12K ﹤0.01%
294
425
$12K ﹤0.01%
298