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
501
$21K ﹤0.01%
595
502
$20.9K ﹤0.01%
214
503
$20.7K ﹤0.01%
635
-1,081
504
$20.7K ﹤0.01%
155
-220
505
$20.6K ﹤0.01%
585
506
$20.6K ﹤0.01%
383
507
$20.4K ﹤0.01%
59
508
$20.4K ﹤0.01%
93
509
$20.3K ﹤0.01%
540
510
$20.2K ﹤0.01%
192
511
$20.1K ﹤0.01%
695
512
$20K ﹤0.01%
427
+361
513
$19.8K ﹤0.01%
400
514
$19.5K ﹤0.01%
1,206
515
$19.4K ﹤0.01%
120
516
$19.4K ﹤0.01%
101
517
$19.4K ﹤0.01%
3,415
518
$19.2K ﹤0.01%
149
519
$19.2K ﹤0.01%
194
520
$19.1K ﹤0.01%
91
521
$18.8K ﹤0.01%
175
522
$18.8K ﹤0.01%
185
523
$18.8K ﹤0.01%
127
524
$18.7K ﹤0.01%
96
525
$18.6K ﹤0.01%
56