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
$2.65B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,809
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.86M
3
+$1.82M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.6M

Top Sells

1
+$3.21M
2
+$1.49M
3
+$1.29M
4
WFC icon
Wells Fargo
WFC
+$1.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$881K

Sector Composition

1 Technology 15.14%
2 Financials 14.08%
3 Healthcare 10.33%
4 Industrials 8.98%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.16K ﹤0.01%
150
-1,700
677
$8.1K ﹤0.01%
+338
678
$8.1K ﹤0.01%
204
-21
679
$8.09K ﹤0.01%
36
680
$8.08K ﹤0.01%
+363
681
$8.05K ﹤0.01%
91
682
$8.02K ﹤0.01%
59
-9
683
$8.02K ﹤0.01%
252
684
$7.96K ﹤0.01%
24
685
$7.92K ﹤0.01%
115
686
$7.82K ﹤0.01%
94
687
$7.8K ﹤0.01%
59
688
$7.75K ﹤0.01%
+346
689
$7.71K ﹤0.01%
102
+48
690
$7.62K ﹤0.01%
70
+10
691
$7.62K ﹤0.01%
224
692
$7.61K ﹤0.01%
220
+200
693
$7.56K ﹤0.01%
63
694
$7.55K ﹤0.01%
326
695
$7.54K ﹤0.01%
75
696
$7.48K ﹤0.01%
470
697
$7.39K ﹤0.01%
38
698
$7.31K ﹤0.01%
394
699
$7.2K ﹤0.01%
754
700
$7.2K ﹤0.01%
200
26 27
28
29 30