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
876
$2K ﹤0.01%
+60
877
$2K ﹤0.01%
+22
878
$2K ﹤0.01%
61
879
$2K ﹤0.01%
+45
880
$2K ﹤0.01%
+22
881
$2K ﹤0.01%
+12
882
$2K ﹤0.01%
9
883
$2K ﹤0.01%
+16
884
$2K ﹤0.01%
84
-3,500
885
$2K ﹤0.01%
+99
886
$2K ﹤0.01%
+166
887
$2K ﹤0.01%
+33
888
$2K ﹤0.01%
+27
889
$2K ﹤0.01%
+30
890
$2K ﹤0.01%
80
891
$2K ﹤0.01%
+20
892
$2K ﹤0.01%
+39
893
$2K ﹤0.01%
+38
894
$2K ﹤0.01%
+22
895
$2K ﹤0.01%
+18
896
$2K ﹤0.01%
+79
897
$2K ﹤0.01%
+47
898
$2K ﹤0.01%
+91
899
$2K ﹤0.01%
+9
900
$2K ﹤0.01%
+25
34 35
36
37 38