FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$6.32M
3 +$5.43M
4
SNDR icon
Schneider National
SNDR
+$3.34M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.33M

Top Sells

1 +$8.85M
2 +$7.08M
3 +$2.18M
4
TEX icon
Terex
TEX
+$1.23M
5
ICLR icon
Icon
ICLR
+$764K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.25%
3 Technology 10.78%
4 Industrials 8.57%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$5K ﹤0.01%
60
+34
677
$5K ﹤0.01%
148
+47
678
$5K ﹤0.01%
37
+12
679
$5K ﹤0.01%
48
+15
680
$5K ﹤0.01%
93
+43
681
$5K ﹤0.01%
+1,003
682
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37
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683
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44
+14
684
$5K ﹤0.01%
125
+40
685
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240
-734
686
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154
687
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309
688
$5K ﹤0.01%
77
+24
689
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43
690
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68
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691
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100
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39
+12
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112
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694
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139
+28
695
$5K ﹤0.01%
65
+28
696
$4K ﹤0.01%
132
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697
$4K ﹤0.01%
75
+52
698
$4K ﹤0.01%
24
+7
699
$4K ﹤0.01%
28
+13
700
$4K ﹤0.01%
3