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
576
$13.7K ﹤0.01%
228
577
$13.7K ﹤0.01%
1,000
578
$13.6K ﹤0.01%
168
579
$13.3K ﹤0.01%
450
580
$13.2K ﹤0.01%
272
581
$13.2K ﹤0.01%
156
582
$13K ﹤0.01%
29
583
$12.8K ﹤0.01%
411
-2,461
584
$12.8K ﹤0.01%
107
585
$12.6K ﹤0.01%
453
586
$12.5K ﹤0.01%
83
+5
587
$12.5K ﹤0.01%
54
588
$12.4K ﹤0.01%
99
589
$12.4K ﹤0.01%
65
590
$12.3K ﹤0.01%
104
591
$12.2K ﹤0.01%
1,493
-500
592
$12.1K ﹤0.01%
740
-265
593
$11.9K ﹤0.01%
165
594
$11.9K ﹤0.01%
281
595
$11.8K ﹤0.01%
110
-78
596
$11.7K ﹤0.01%
166
597
$11.7K ﹤0.01%
191
598
$11.7K ﹤0.01%
270
+5
599
$11.6K ﹤0.01%
210
-290
600
$11.5K ﹤0.01%
210
22 23
24
25 26