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
501
$10K ﹤0.01%
+46
502
$10K ﹤0.01%
736
+167
503
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145
+91
504
$10K ﹤0.01%
221
505
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175
+43
506
$10K ﹤0.01%
+400
507
$10K ﹤0.01%
43
508
$10K ﹤0.01%
197
509
$10K ﹤0.01%
85
510
$10K ﹤0.01%
126
511
$10K ﹤0.01%
168
512
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513
$9K ﹤0.01%
560
-600
514
$9K ﹤0.01%
100
515
$9K ﹤0.01%
100
516
$9K ﹤0.01%
131
+23
517
$9K ﹤0.01%
347
518
$9K ﹤0.01%
+148
519
$9K ﹤0.01%
120
520
$9K ﹤0.01%
80
521
$9K ﹤0.01%
22
522
$9K ﹤0.01%
+418
523
$9K ﹤0.01%
387
-322
524
$9K ﹤0.01%
1,352
525
$9K ﹤0.01%
78
19 20
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