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
1126
$1.73K ﹤0.01%
149
1127
$1.73K ﹤0.01%
+18
1128
$1.73K ﹤0.01%
43
1129
$1.73K ﹤0.01%
20
1130
$1.72K ﹤0.01%
32
1131
$1.72K ﹤0.01%
64
+6
1132
$1.72K ﹤0.01%
179
+9
1133
$1.72K ﹤0.01%
+239
1134
$1.72K ﹤0.01%
18
1135
$1.71K ﹤0.01%
15
1136
$1.7K ﹤0.01%
34
1137
$1.7K ﹤0.01%
39
1138
$1.69K ﹤0.01%
12
-373
1139
$1.69K ﹤0.01%
183
1140
$1.69K ﹤0.01%
22
1141
$1.68K ﹤0.01%
24
1142
$1.67K ﹤0.01%
47
1143
$1.67K ﹤0.01%
60
1144
$1.67K ﹤0.01%
+55
1145
$1.66K ﹤0.01%
18
1146
$1.66K ﹤0.01%
16
1147
$1.66K ﹤0.01%
80
1148
$1.66K ﹤0.01%
46
1149
$1.66K ﹤0.01%
52
1150
$1.66K ﹤0.01%
37
44 45
46
47 48