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
601
$11.4K ﹤0.01%
287
+22
602
$11.4K ﹤0.01%
54
603
$11.3K ﹤0.01%
247
604
$11.3K ﹤0.01%
121
605
$11.2K ﹤0.01%
96
606
$11.1K ﹤0.01%
360
607
$11.1K ﹤0.01%
76
608
$11.1K ﹤0.01%
99
609
$11.1K ﹤0.01%
500
610
$10.9K ﹤0.01%
142
-216
611
$10.9K ﹤0.01%
174
612
$10.9K ﹤0.01%
91
613
$10.8K ﹤0.01%
435
614
$10.8K ﹤0.01%
50
615
$10.8K ﹤0.01%
214
-33
616
$10.8K ﹤0.01%
34
617
$10.8K ﹤0.01%
36
618
$10.7K ﹤0.01%
30
+3
619
$10.7K ﹤0.01%
+108
620
$10.7K ﹤0.01%
188
621
$10.6K ﹤0.01%
35
622
$10.5K ﹤0.01%
438
623
$10.5K ﹤0.01%
470
624
$10.3K ﹤0.01%
195
625
$10.2K ﹤0.01%
91