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
551
$15.5K ﹤0.01%
50
552
$15.5K ﹤0.01%
92
-408
553
$15.5K ﹤0.01%
22
+10
554
$15.3K ﹤0.01%
244
555
$15.3K ﹤0.01%
92
556
$15.3K ﹤0.01%
43
557
$15.2K ﹤0.01%
505
558
$15.1K ﹤0.01%
112
559
$15.1K ﹤0.01%
88
-53
560
$15K ﹤0.01%
68
561
$15K ﹤0.01%
375
562
$14.9K ﹤0.01%
535
-500
563
$14.8K ﹤0.01%
391
+51
564
$14.8K ﹤0.01%
135
565
$14.7K ﹤0.01%
274
566
$14.7K ﹤0.01%
170
567
$14.7K ﹤0.01%
77
568
$14.5K ﹤0.01%
320
569
$14.4K ﹤0.01%
114
570
$14.2K ﹤0.01%
539
571
$14.1K ﹤0.01%
1,188
+166
572
$14K ﹤0.01%
28
573
$14K ﹤0.01%
152
-54
574
$13.9K ﹤0.01%
138
-1
575
$13.9K ﹤0.01%
175
21 22
23
24 25