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
551
$7K ﹤0.01%
119
-2
552
$7K ﹤0.01%
+920
553
$7K ﹤0.01%
204
554
$7K ﹤0.01%
300
555
$7K ﹤0.01%
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556
$7K ﹤0.01%
360
557
$7K ﹤0.01%
85
558
$7K ﹤0.01%
80
559
$7K ﹤0.01%
376
560
$7K ﹤0.01%
117
-40
561
$7K ﹤0.01%
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562
$7K ﹤0.01%
102
563
$7K ﹤0.01%
500
564
$7K ﹤0.01%
500
565
$7K ﹤0.01%
70
566
$7K ﹤0.01%
71
-30
567
$7K ﹤0.01%
32
568
$7K ﹤0.01%
167
+76
569
$7K ﹤0.01%
199
-57
570
$6K ﹤0.01%
96
571
$6K ﹤0.01%
110
572
$6K ﹤0.01%
600
-900
573
$6K ﹤0.01%
37
574
$6K ﹤0.01%
300
575
$6K ﹤0.01%
400
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