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
476
$26K ﹤0.01%
450
477
$26K ﹤0.01%
530
478
$25.4K ﹤0.01%
1,079
-144
479
$25.3K ﹤0.01%
604
480
$25.1K ﹤0.01%
305
481
$25.1K ﹤0.01%
34
482
$24.9K ﹤0.01%
372
483
$24.9K ﹤0.01%
1,142
484
$24.5K ﹤0.01%
16
485
$24.3K ﹤0.01%
398
+15
486
$24.3K ﹤0.01%
50
487
$23.9K ﹤0.01%
2,204
488
$23.9K ﹤0.01%
106
489
$23.8K ﹤0.01%
215
+9
490
$23.5K ﹤0.01%
123
-4
491
$23.4K ﹤0.01%
434
492
$23K ﹤0.01%
383
-3
493
$22.8K ﹤0.01%
699
494
$22.6K ﹤0.01%
1,333
495
$22.5K ﹤0.01%
97
496
$22.3K ﹤0.01%
4
497
$22.1K ﹤0.01%
300
498
$22K ﹤0.01%
153
499
$21.7K ﹤0.01%
193
+16
500
$21.1K ﹤0.01%
124
18 19
20
21 22