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
1051
$1.95K ﹤0.01%
61
-11
1052
$1.95K ﹤0.01%
16
1053
$1.94K ﹤0.01%
43
1054
$1.94K ﹤0.01%
63
1055
$1.94K ﹤0.01%
55
1056
$1.93K ﹤0.01%
48
-5
1057
$1.93K ﹤0.01%
46
1058
$1.92K ﹤0.01%
93
1059
$1.91K ﹤0.01%
50
-5
1060
$1.91K ﹤0.01%
38
+3
1061
$1.91K ﹤0.01%
24
1062
$1.91K ﹤0.01%
6
1063
$1.91K ﹤0.01%
142
1064
$1.9K ﹤0.01%
132
1065
$1.9K ﹤0.01%
75
1066
$1.9K ﹤0.01%
30
1067
$1.9K ﹤0.01%
35
1068
$1.9K ﹤0.01%
33
1069
$1.9K ﹤0.01%
33
1070
$1.88K ﹤0.01%
375
1071
$1.88K ﹤0.01%
59
1072
$1.88K ﹤0.01%
26
1073
$1.88K ﹤0.01%
34
1074
$1.87K ﹤0.01%
+62
1075
$1.87K ﹤0.01%
33
41 42
43
44 45