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
476
$12K ﹤0.01%
740
477
$12K ﹤0.01%
106
478
$12K ﹤0.01%
353
479
$12K ﹤0.01%
117
480
$12K ﹤0.01%
135
481
$12K ﹤0.01%
132
482
$12K ﹤0.01%
267
+40
483
$11K ﹤0.01%
154
-456
484
$11K ﹤0.01%
429
+274
485
$11K ﹤0.01%
257
+162
486
$11K ﹤0.01%
240
-154
487
$11K ﹤0.01%
730
488
$11K ﹤0.01%
168
+112
489
$11K ﹤0.01%
450
490
$11K ﹤0.01%
341
491
$11K ﹤0.01%
648
492
$11K ﹤0.01%
153
493
$11K ﹤0.01%
416
-961
494
$11K ﹤0.01%
220
495
$11K ﹤0.01%
178
+81
496
$11K ﹤0.01%
924
497
$10K ﹤0.01%
65
498
$10K ﹤0.01%
40
499
$10K ﹤0.01%
450
500
$10K ﹤0.01%
2,853
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