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
701
$6.21K ﹤0.01%
+977
702
$6.08K ﹤0.01%
75
703
$6.05K ﹤0.01%
88
+16
704
$6.04K ﹤0.01%
68
-2
705
$6.02K ﹤0.01%
63
+1
706
$5.98K ﹤0.01%
222
+31
707
$5.97K ﹤0.01%
41
708
$5.96K ﹤0.01%
56
+17
709
$5.95K ﹤0.01%
86
710
$5.93K ﹤0.01%
402
-41
711
$5.86K ﹤0.01%
80
712
$5.84K ﹤0.01%
24
-1
713
$5.8K ﹤0.01%
28
714
$5.75K ﹤0.01%
390
715
$5.62K ﹤0.01%
22
+4
716
$5.62K ﹤0.01%
52
+13
717
$5.55K ﹤0.01%
76
-2
718
$5.47K ﹤0.01%
62
719
$5.44K ﹤0.01%
145
720
$5.43K ﹤0.01%
24
721
$5.43K ﹤0.01%
105
722
$5.41K ﹤0.01%
41
723
$5.34K ﹤0.01%
48
724
$5.31K ﹤0.01%
63
725
$5.15K ﹤0.01%
25
-1
27 28
29
30 31