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
1026
$2.02K ﹤0.01%
77
1027
$2.02K ﹤0.01%
48
1028
$2.02K ﹤0.01%
56
1029
$2.01K ﹤0.01%
+29
1030
$2K ﹤0.01%
41
1031
$2K ﹤0.01%
50
1032
$2K ﹤0.01%
18
1033
$2K ﹤0.01%
73
1034
$1.99K ﹤0.01%
+40
1035
$1.99K ﹤0.01%
+58
1036
$1.99K ﹤0.01%
95
-23
1037
$1.99K ﹤0.01%
37
1038
$1.98K ﹤0.01%
24
1039
$1.98K ﹤0.01%
24
1040
$1.98K ﹤0.01%
25
1041
$1.98K ﹤0.01%
+58
1042
$1.98K ﹤0.01%
10
1043
$1.98K ﹤0.01%
64
1044
$1.98K ﹤0.01%
18
1045
$1.97K ﹤0.01%
27
1046
$1.97K ﹤0.01%
36
1047
$1.96K ﹤0.01%
17
1048
$1.95K ﹤0.01%
19
1049
$1.95K ﹤0.01%
8
1050
$1.95K ﹤0.01%
65
-6
40 41
42
43 44