FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$6.32M
3 +$5.43M
4
SNDR icon
Schneider National
SNDR
+$3.34M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.33M

Top Sells

1 +$8.85M
2 +$7.08M
3 +$2.18M
4
TEX icon
Terex
TEX
+$1.23M
5
ICLR icon
Icon
ICLR
+$764K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.25%
3 Technology 10.78%
4 Industrials 8.57%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-358
852
-30
853
-149
854
-2,850
855
$0 ﹤0.01%
+17
856
-125
857
-3,000
858
-766
859
-5
860
-3,280
861
-207
862
-600
863
-50
864
-70
865
-500
866
-50
867
-67
868
-133
869
$0 ﹤0.01%
16
870
-1,000
871
-388
872
$0 ﹤0.01%
20
-24
873
0
874
-394
875
-40