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

Top Buys

1 +$1.57M
2 +$920K
3 +$789K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$763K
5
FDX icon
FedEx
FDX
+$695K

Top Sells

1 +$782K
2 +$748K
3 +$660K
4
APA icon
APA Corp
APA
+$647K
5
NNI icon
Nelnet
NNI
+$512K

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%
4
727
$0 ﹤0.01%
77
728
-1,300