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
901
$2.72K ﹤0.01%
12
902
$2.71K ﹤0.01%
33
903
$2.71K ﹤0.01%
33
904
$2.69K ﹤0.01%
55
905
$2.68K ﹤0.01%
44
906
$2.68K ﹤0.01%
69
907
$2.68K ﹤0.01%
22
908
$2.67K ﹤0.01%
48
909
$2.66K ﹤0.01%
29
910
$2.66K ﹤0.01%
39
911
$2.66K ﹤0.01%
76
912
$2.65K ﹤0.01%
32
913
$2.65K ﹤0.01%
118
914
$2.64K ﹤0.01%
18
915
$2.63K ﹤0.01%
106
+6
916
$2.63K ﹤0.01%
15
-1
917
$2.62K ﹤0.01%
24
+2
918
$2.61K ﹤0.01%
115
919
$2.6K ﹤0.01%
38
920
$2.6K ﹤0.01%
113
921
$2.6K ﹤0.01%
129
922
$2.58K ﹤0.01%
42
923
$2.58K ﹤0.01%
43
924
$2.58K ﹤0.01%
10
925
$2.57K ﹤0.01%
27
35 36
37
38 39