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
$800M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$867K
3 +$807K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$745K
5
FDX icon
FedEx
FDX
+$677K

Top Sells

1 +$772K
2 +$734K
3 +$659K
4
TLM
TALISMAN ENERGY INC
TLM
+$595K
5
FCX icon
Freeport-McMoran
FCX
+$562K

Sector Composition

1 Financials 18.28%
2 Healthcare 13.8%
3 Technology 12.54%
4 Consumer Staples 7.95%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
1
-73
727
$0 ﹤0.01%
+42
728
$0 ﹤0.01%
6