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
976
$2.26K ﹤0.01%
45
977
$2.26K ﹤0.01%
22
978
$2.26K ﹤0.01%
34
979
$2.26K ﹤0.01%
12
980
$2.26K ﹤0.01%
18
+2
981
$2.25K ﹤0.01%
36
982
$2.25K ﹤0.01%
50
983
$2.24K ﹤0.01%
140
984
$2.24K ﹤0.01%
210
-20
985
$2.23K ﹤0.01%
34
986
$2.23K ﹤0.01%
38
987
$2.23K ﹤0.01%
25
988
$2.23K ﹤0.01%
28
-19
989
$2.22K ﹤0.01%
215
990
$2.21K ﹤0.01%
42
991
$2.21K ﹤0.01%
54
992
$2.21K ﹤0.01%
58
993
$2.19K ﹤0.01%
69
994
$2.19K ﹤0.01%
20
995
$2.18K ﹤0.01%
62
996
$2.18K ﹤0.01%
+120
997
$2.18K ﹤0.01%
+33
998
$2.17K ﹤0.01%
119
+8
999
$2.17K ﹤0.01%
100
1000
$2.17K ﹤0.01%
50
-10
38 39
40
41 42