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
801
$3.6K ﹤0.01%
30
802
$3.59K ﹤0.01%
55
803
$3.58K ﹤0.01%
+139
804
$3.58K ﹤0.01%
18
+2
805
$3.57K ﹤0.01%
68
806
$3.57K ﹤0.01%
17
807
$3.55K ﹤0.01%
25
808
$3.54K ﹤0.01%
28
809
$3.54K ﹤0.01%
100
810
$3.54K ﹤0.01%
185
811
$3.53K ﹤0.01%
83
812
$3.53K ﹤0.01%
80
813
$3.52K ﹤0.01%
64
814
$3.52K ﹤0.01%
+38
815
$3.5K ﹤0.01%
55
816
$3.47K ﹤0.01%
16
817
$3.47K ﹤0.01%
75
818
$3.43K ﹤0.01%
24
819
$3.42K ﹤0.01%
50
820
$3.41K ﹤0.01%
21
821
$3.41K ﹤0.01%
55
-6
822
$3.4K ﹤0.01%
+34
823
$3.39K ﹤0.01%
+200
824
$3.38K ﹤0.01%
115
825
$3.36K ﹤0.01%
300
31 32
33
34 35