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
1226
$1.42K ﹤0.01%
26
1227
$1.42K ﹤0.01%
20
1228
$1.41K ﹤0.01%
26
1229
$1.4K ﹤0.01%
2
1230
$1.4K ﹤0.01%
52
-4
1231
$1.4K ﹤0.01%
16
1232
$1.4K ﹤0.01%
60
1233
$1.4K ﹤0.01%
+6
1234
$1.39K ﹤0.01%
60
1235
$1.39K ﹤0.01%
11
1236
$1.39K ﹤0.01%
24
1237
$1.38K ﹤0.01%
38
1238
$1.38K ﹤0.01%
27
1239
$1.38K ﹤0.01%
35
1240
$1.37K ﹤0.01%
19
1241
$1.36K ﹤0.01%
25
+3
1242
$1.36K ﹤0.01%
45
1243
$1.36K ﹤0.01%
23
1244
$1.36K ﹤0.01%
60
1245
$1.35K ﹤0.01%
90
1246
$1.35K ﹤0.01%
15
1247
$1.35K ﹤0.01%
35
1248
$1.35K ﹤0.01%
10
1249
$1.35K ﹤0.01%
109
1250
$1.35K ﹤0.01%
84
48 49
50
51 52