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
1076
$1.87K ﹤0.01%
37
1077
$1.86K ﹤0.01%
95
1078
$1.86K ﹤0.01%
51
1079
$1.86K ﹤0.01%
24
1080
$1.86K ﹤0.01%
33
-24
1081
$1.85K ﹤0.01%
19
1082
$1.85K ﹤0.01%
13
1083
$1.85K ﹤0.01%
22
1084
$1.84K ﹤0.01%
170
1085
$1.84K ﹤0.01%
19
1086
$1.83K ﹤0.01%
20
1087
$1.83K ﹤0.01%
+8
1088
$1.83K ﹤0.01%
33
+3
1089
$1.83K ﹤0.01%
9
1090
$1.82K ﹤0.01%
20
1091
$1.82K ﹤0.01%
16
1092
$1.82K ﹤0.01%
22
1093
$1.82K ﹤0.01%
14
1094
$1.82K ﹤0.01%
+60
1095
$1.82K ﹤0.01%
95
1096
$1.81K ﹤0.01%
64
1097
$1.81K ﹤0.01%
155
1098
$1.81K ﹤0.01%
26
1099
$1.8K ﹤0.01%
48
1100
$1.8K ﹤0.01%
163
+141
42 43
44
45 46