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
626
$10.2K ﹤0.01%
100
627
$10.2K ﹤0.01%
649
628
$10.1K ﹤0.01%
76
629
$10.1K ﹤0.01%
139
630
$9.93K ﹤0.01%
28
631
$9.87K ﹤0.01%
325
-32
632
$9.84K ﹤0.01%
99
+12
633
$9.78K ﹤0.01%
25
634
$9.58K ﹤0.01%
441
635
$9.48K ﹤0.01%
53
636
$9.45K ﹤0.01%
1,000
637
$9.45K ﹤0.01%
148
638
$9.42K ﹤0.01%
31
639
$9.36K ﹤0.01%
73
640
$9.34K ﹤0.01%
225
+21
641
$9.25K ﹤0.01%
52
642
$9.25K ﹤0.01%
27
643
$9.2K ﹤0.01%
44
-249
644
$9.09K ﹤0.01%
252
645
$9.08K ﹤0.01%
+191
646
$8.94K ﹤0.01%
218
647
$8.94K ﹤0.01%
280
648
$8.92K ﹤0.01%
153
649
$8.83K ﹤0.01%
91
650
$8.82K ﹤0.01%
2,315
24 25
26
27 28