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
851
$3.14K ﹤0.01%
22
852
$3.13K ﹤0.01%
38
+2
853
$3.12K ﹤0.01%
15
-1
854
$3.12K ﹤0.01%
79
855
$3.11K ﹤0.01%
18
856
$3.1K ﹤0.01%
20
857
$3.09K ﹤0.01%
20
858
$3.06K ﹤0.01%
33
859
$3.05K ﹤0.01%
17
860
$3.04K ﹤0.01%
115
861
$3.04K ﹤0.01%
42
862
$3.02K ﹤0.01%
448
863
$3.01K ﹤0.01%
82
864
$3K ﹤0.01%
10
865
$3K ﹤0.01%
47
866
$3K ﹤0.01%
24
-5
867
$3K ﹤0.01%
17
-1
868
$2.98K ﹤0.01%
13
869
$2.98K ﹤0.01%
13
870
$2.97K ﹤0.01%
106
871
$2.96K ﹤0.01%
10
872
$2.96K ﹤0.01%
+80
873
$2.95K ﹤0.01%
11
874
$2.95K ﹤0.01%
62
875
$2.93K ﹤0.01%
127
33 34
35
36 37