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
651
$8.76K ﹤0.01%
121
652
$8.74K ﹤0.01%
530
+115
653
$8.66K ﹤0.01%
339
+17
654
$8.63K ﹤0.01%
195
655
$8.62K ﹤0.01%
132
-52
656
$8.55K ﹤0.01%
326
657
$8.49K ﹤0.01%
754
658
$8.46K ﹤0.01%
108
659
$8.38K ﹤0.01%
91
660
$8.3K ﹤0.01%
167
661
$8.3K ﹤0.01%
425
662
$8.28K ﹤0.01%
158
663
$8.19K ﹤0.01%
59
664
$8.01K ﹤0.01%
640
665
$7.94K ﹤0.01%
119
-139
666
$7.84K ﹤0.01%
191
667
$7.8K ﹤0.01%
355
668
$7.68K ﹤0.01%
224
669
$7.67K ﹤0.01%
178
670
$7.56K ﹤0.01%
34
671
$7.55K ﹤0.01%
50
-50
672
$7.42K ﹤0.01%
250
-800
673
$7.41K ﹤0.01%
200
-20
674
$7.38K ﹤0.01%
49
675
$7.35K ﹤0.01%
38
25 26
27
28 29