FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,779
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.95M
3
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$5.46K ﹤0.01%
105
+10
902
$5.46K ﹤0.01%
277
-4,940
903
$5.46K ﹤0.01%
185
+47
904
$5.46K ﹤0.01%
27
+3
905
$5.44K ﹤0.01%
80
+15
906
$5.44K ﹤0.01%
35
+4
907
$5.43K ﹤0.01%
120
+28
908
$5.41K ﹤0.01%
51
+5
909
$5.41K ﹤0.01%
22
+2
910
$5.41K ﹤0.01%
77
+8
911
$5.39K ﹤0.01%
180
+60
912
$5.36K ﹤0.01%
32
+5
913
$5.34K ﹤0.01%
87
+9
914
$5.33K ﹤0.01%
500
915
$5.33K ﹤0.01%
47
+3
916
$5.29K ﹤0.01%
185
+17
917
$5.27K ﹤0.01%
53
+5
918
$5.26K ﹤0.01%
51
+5
919
$5.25K ﹤0.01%
177
+28
920
$5.23K ﹤0.01%
+72
921
$5.22K ﹤0.01%
42
+3
922
$5.21K ﹤0.01%
275
+16
923
$5.2K ﹤0.01%
31
924
$5.2K ﹤0.01%
105
+20
925
$5.17K ﹤0.01%
255
35 36
37
38 39