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
926
$2.57K ﹤0.01%
+48
927
$2.56K ﹤0.01%
98
-10
928
$2.56K ﹤0.01%
190
929
$2.55K ﹤0.01%
27
930
$2.54K ﹤0.01%
16
931
$2.54K ﹤0.01%
47
932
$2.54K ﹤0.01%
71
-729
933
$2.53K ﹤0.01%
13
934
$2.53K ﹤0.01%
26
935
$2.52K ﹤0.01%
23
-3
936
$2.5K ﹤0.01%
41
937
$2.5K ﹤0.01%
89
-43
938
$2.5K ﹤0.01%
71
+5
939
$2.5K ﹤0.01%
30
940
$2.49K ﹤0.01%
100
+6
941
$2.48K ﹤0.01%
116
+56
942
$2.48K ﹤0.01%
88
943
$2.47K ﹤0.01%
49
+4
944
$2.46K ﹤0.01%
493
945
$2.45K ﹤0.01%
30
946
$2.43K ﹤0.01%
50
947
$2.43K ﹤0.01%
20
948
$2.43K ﹤0.01%
61
949
$2.43K ﹤0.01%
75
950
$2.43K ﹤0.01%
20
36 37
38
39 40