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FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$4.99M
3
+$3.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.11M
5
WMT icon
Walmart Inc
WMT
+$1.65M

Top Sells

1
+$10.2M
2
+$2.77M
3
+$2.65M
4
WMB icon
Williams Companies
WMB
+$2.61M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.59M

Sector Composition

1 Financials 17.17%
2 Healthcare 14.22%
3 Technology 12.11%
4 Consumer Staples 8.53%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
261
-613
577
$6K ﹤0.01%
150
-50
578
$6K ﹤0.01%
1,015
579
$6K ﹤0.01%
762
580
$6K ﹤0.01%
140
581
$6K ﹤0.01%
204
582
$5K ﹤0.01%
102
583
$5K ﹤0.01%
13
-337
584
$5K ﹤0.01%
600
585
$5K ﹤0.01%
67
-3,873
586
$5K ﹤0.01%
+200
587
$5K ﹤0.01%
64
588
$5K ﹤0.01%
49
589
$5K ﹤0.01%
309
590
$5K ﹤0.01%
60
591
$5K ﹤0.01%
111
592
$5K ﹤0.01%
39
593
$5K ﹤0.01%
669
594
$5K ﹤0.01%
34
595
$5K ﹤0.01%
152
596
$5K ﹤0.01%
134
597
$5K ﹤0.01%
103
+35
598
$5K ﹤0.01%
121
599
$5K ﹤0.01%
+639
600
$5K ﹤0.01%
44
-50
22 23
24
25 26