FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,779
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.95M
3
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.53M 0.28%
9,163
-102
102
$9.24M 0.27%
37,390
+170
103
$9.07M 0.26%
101,078
-4,036
104
$8.72M 0.25%
29,582
-700
105
$8.63M 0.25%
49,517
+706
106
$8.21M 0.24%
116,112
+3,286
107
$7.87M 0.23%
66,696
+303
108
$7.81M 0.23%
39,523
+974
109
$7.76M 0.23%
91,159
+2,864
110
$7.74M 0.23%
12,524
-319
111
$7.55M 0.22%
56,380
+50
112
$7.46M 0.22%
129,523
+5,999
113
$7.19M 0.21%
25,756
-302
114
$7.15M 0.21%
72,091
+770
115
$6.95M 0.2%
65,786
+3,629
116
$6.59M 0.19%
63,486
-1,979
117
$6.33M 0.18%
128,795
-3,517
118
$5.94M 0.17%
26,153
-2
119
$5.94M 0.17%
32,808
-3,048
120
$5.79M 0.17%
74,758
121
$5.76M 0.17%
43,589
-172
122
$5.46M 0.16%
42,386
-3,050
123
$5.45M 0.16%
55,211
-816
124
$5.06M 0.15%
15,246
+493
125
$5M 0.15%
17,481
3 4
5
6 7