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
676
$7.33K ﹤0.01%
156
-11
677
$7.24K ﹤0.01%
131
678
$7.19K ﹤0.01%
88
679
$7.16K ﹤0.01%
94
680
$7.12K ﹤0.01%
165
681
$7.12K ﹤0.01%
105
682
$7.08K ﹤0.01%
204
683
$7.03K ﹤0.01%
152
684
$7.01K ﹤0.01%
109
685
$6.99K ﹤0.01%
250
686
$6.95K ﹤0.01%
405
-2,044
687
$6.93K ﹤0.01%
63
688
$6.88K ﹤0.01%
107
689
$6.76K ﹤0.01%
394
690
$6.75K ﹤0.01%
30
-1
691
$6.74K ﹤0.01%
90
+18
692
$6.73K ﹤0.01%
130
-85
693
$6.72K ﹤0.01%
63
694
$6.67K ﹤0.01%
26
-2
695
$6.6K ﹤0.01%
115
696
$6.55K ﹤0.01%
107
697
$6.51K ﹤0.01%
93
698
$6.45K ﹤0.01%
188
699
$6.29K ﹤0.01%
60
700
$6.26K ﹤0.01%
31
26 27
28
29 30