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
576
$6K ﹤0.01%
76
577
$6K ﹤0.01%
135
-32
578
$6K ﹤0.01%
60
579
$6K ﹤0.01%
+386
580
$6K ﹤0.01%
278
581
$6K ﹤0.01%
59
-34
582
$6K ﹤0.01%
65
583
$6K ﹤0.01%
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584
$6K ﹤0.01%
177
585
$5K ﹤0.01%
+431
586
$5K ﹤0.01%
80
-70
587
$5K ﹤0.01%
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588
$5K ﹤0.01%
130
589
$5K ﹤0.01%
98
590
$5K ﹤0.01%
125
591
$5K ﹤0.01%
400
592
$5K ﹤0.01%
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593
$5K ﹤0.01%
100
-167
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$5K ﹤0.01%
4
595
$5K ﹤0.01%
54
-29
596
$5K ﹤0.01%
+32
597
$5K ﹤0.01%
586
+309
598
$5K ﹤0.01%
+165
599
$4K ﹤0.01%
694
600
$4K ﹤0.01%
+1,001
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