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
$2.23B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.18M
3
+$4.14M
4
BND icon
Vanguard Total Bond Market
BND
+$3.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M

Top Sells

1
+$3.03M
2
+$2.02M
3
+$1.66M
4
T icon
AT&T
T
+$1.49M
5
GIS icon
General Mills
GIS
+$1.37M

Sector Composition

1 Financials 16.4%
2 Technology 13.39%
3 Healthcare 11%
4 Industrials 9.4%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
170
827
$4K ﹤0.01%
+64
828
$3K ﹤0.01%
+11
829
$3K ﹤0.01%
+121
830
$3K ﹤0.01%
75
+66
831
$3K ﹤0.01%
+7
832
$3K ﹤0.01%
68
-164
833
$3K ﹤0.01%
158
834
$3K ﹤0.01%
+43
835
$3K ﹤0.01%
85
836
$3K ﹤0.01%
99
837
$3K ﹤0.01%
+50
838
$3K ﹤0.01%
+62
839
$3K ﹤0.01%
+149
840
$3K ﹤0.01%
83
841
$3K ﹤0.01%
+28
842
$3K ﹤0.01%
78
843
$3K ﹤0.01%
+89
844
$3K ﹤0.01%
+20
845
$3K ﹤0.01%
+28
846
$3K ﹤0.01%
+13
847
$3K ﹤0.01%
+63
848
$3K ﹤0.01%
+42
849
$3K ﹤0.01%
+100
850
$3K ﹤0.01%
+28
32 33
34
35 36