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
876
$2.93K ﹤0.01%
108
877
$2.91K ﹤0.01%
150
878
$2.88K ﹤0.01%
55
-5
879
$2.88K ﹤0.01%
105
-5
880
$2.86K ﹤0.01%
70
-6
881
$2.85K ﹤0.01%
59
-10
882
$2.84K ﹤0.01%
132
883
$2.84K ﹤0.01%
48
884
$2.83K ﹤0.01%
81
885
$2.83K ﹤0.01%
+21
886
$2.81K ﹤0.01%
34
-3
887
$2.8K ﹤0.01%
242
888
$2.8K ﹤0.01%
+30
889
$2.8K ﹤0.01%
36
890
$2.79K ﹤0.01%
78
891
$2.78K ﹤0.01%
15
892
$2.77K ﹤0.01%
251
-1,997
893
$2.76K ﹤0.01%
48
894
$2.76K ﹤0.01%
43
895
$2.76K ﹤0.01%
16
-4
896
$2.74K ﹤0.01%
40
-25
897
$2.74K ﹤0.01%
28
898
$2.74K ﹤0.01%
15
899
$2.73K ﹤0.01%
86
-4
900
$2.73K ﹤0.01%
29
34 35
36
37 38