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
751
$4.31K ﹤0.01%
84
+8
752
$4.29K ﹤0.01%
+220
753
$4.26K ﹤0.01%
28
+1
754
$4.26K ﹤0.01%
30
+2
755
$4.24K ﹤0.01%
29
756
$4.23K ﹤0.01%
25
-2
757
$4.23K ﹤0.01%
67
+2
758
$4.22K ﹤0.01%
70
759
$4.22K ﹤0.01%
30
760
$4.15K ﹤0.01%
41
761
$4.15K ﹤0.01%
431
-8
762
$4.15K ﹤0.01%
71
763
$4.11K ﹤0.01%
63
764
$4.09K ﹤0.01%
28
+1
765
$4.07K ﹤0.01%
33
-1
766
$4.05K ﹤0.01%
247
767
$4.04K ﹤0.01%
135
768
$4.03K ﹤0.01%
220
769
$4.01K ﹤0.01%
42
+2
770
$4.01K ﹤0.01%
20
771
$4K ﹤0.01%
96
+12
772
$4K ﹤0.01%
34
773
$3.98K ﹤0.01%
27
774
$3.98K ﹤0.01%
30
775
$3.95K ﹤0.01%
80
29 30
31
32 33