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
726
$5.13K ﹤0.01%
38
727
$5.08K ﹤0.01%
500
728
$5.06K ﹤0.01%
58
-114
729
$4.98K ﹤0.01%
38
730
$4.96K ﹤0.01%
500
731
$4.87K ﹤0.01%
90
732
$4.84K ﹤0.01%
49
733
$4.78K ﹤0.01%
104
+5
734
$4.77K ﹤0.01%
15
-2
735
$4.74K ﹤0.01%
17
-11
736
$4.72K ﹤0.01%
110
737
$4.7K ﹤0.01%
21
738
$4.7K ﹤0.01%
468
739
$4.67K ﹤0.01%
107
740
$4.64K ﹤0.01%
61
741
$4.62K ﹤0.01%
100
-622
742
$4.6K ﹤0.01%
55
743
$4.6K ﹤0.01%
155
744
$4.59K ﹤0.01%
86
745
$4.56K ﹤0.01%
105
746
$4.56K ﹤0.01%
104
747
$4.5K ﹤0.01%
100
748
$4.49K ﹤0.01%
29
749
$4.47K ﹤0.01%
75
-453
750
$4.41K ﹤0.01%
248
28 29
30
31 32