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
$2.09B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.33M
3
+$4.3M
4
BND icon
Vanguard Total Bond Market
BND
+$3.95M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.43M

Top Sells

1
+$3.19M
2
+$1.25M
3
+$1.22M
4
DUK icon
Duke Energy
DUK
+$1.17M
5
DHR icon
Danaher
DHR
+$1M

Sector Composition

1 Financials 16.22%
2 Technology 13.43%
3 Healthcare 11.07%
4 Industrials 9.53%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
+68
727
$6K ﹤0.01%
+45
728
$6K ﹤0.01%
167
-14
729
$6K ﹤0.01%
240
730
$6K ﹤0.01%
88
731
$6K ﹤0.01%
+114
732
$6K ﹤0.01%
112
733
$6K ﹤0.01%
168
734
$6K ﹤0.01%
147
735
$6K ﹤0.01%
66
736
$6K ﹤0.01%
+47
737
$6K ﹤0.01%
207
738
$6K ﹤0.01%
155
739
$6K ﹤0.01%
1,609
740
$6K ﹤0.01%
40
741
$6K ﹤0.01%
100
742
$6K ﹤0.01%
67
743
$6K ﹤0.01%
202
744
$6K ﹤0.01%
159
-3
745
$6K ﹤0.01%
123
746
$6K ﹤0.01%
+63
747
$6K ﹤0.01%
135
748
$6K ﹤0.01%
167
-985
749
$6K ﹤0.01%
113
750
$6K ﹤0.01%
546
28 29
30
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