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
$2.65B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,809
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.86M
3
+$1.82M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.6M

Top Sells

1
+$3.21M
2
+$1.49M
3
+$1.29M
4
WFC icon
Wells Fargo
WFC
+$1.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$881K

Sector Composition

1 Technology 15.14%
2 Financials 14.08%
3 Healthcare 10.33%
4 Industrials 8.98%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18.9K ﹤0.01%
192
527
$18.5K ﹤0.01%
73
528
$18.5K ﹤0.01%
56
529
$18.3K ﹤0.01%
585
530
$18.1K ﹤0.01%
127
+3
531
$18.1K ﹤0.01%
92
532
$18.1K ﹤0.01%
177
-16
533
$18.1K ﹤0.01%
260
+5
534
$17.9K ﹤0.01%
222
535
$17.8K ﹤0.01%
485
536
$17.6K ﹤0.01%
96
537
$17.4K ﹤0.01%
92
538
$17.3K ﹤0.01%
244
539
$17K ﹤0.01%
48
540
$16.9K ﹤0.01%
36
-86
541
$16.9K ﹤0.01%
505
542
$16.5K ﹤0.01%
235
543
$16.4K ﹤0.01%
228
544
$16K ﹤0.01%
455
-5
545
$15.9K ﹤0.01%
+100
546
$15.8K ﹤0.01%
77
547
$15.7K ﹤0.01%
107
548
$15.6K ﹤0.01%
170
549
$15.6K ﹤0.01%
114
550
$15.5K ﹤0.01%
196
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