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
1251
$1.35K ﹤0.01%
29
1252
$1.33K ﹤0.01%
+30
1253
$1.33K ﹤0.01%
21
+3
1254
$1.33K ﹤0.01%
68
1255
$1.33K ﹤0.01%
95
1256
$1.32K ﹤0.01%
19
-53
1257
$1.32K ﹤0.01%
36
1258
$1.32K ﹤0.01%
75
1259
$1.31K ﹤0.01%
14
1260
$1.31K ﹤0.01%
32
1261
$1.3K ﹤0.01%
34
1262
$1.3K ﹤0.01%
29
1263
$1.3K ﹤0.01%
53
1264
$1.3K ﹤0.01%
42
1265
$1.29K ﹤0.01%
55
1266
$1.29K ﹤0.01%
41
+2
1267
$1.29K ﹤0.01%
18
1268
$1.28K ﹤0.01%
46
1269
$1.28K ﹤0.01%
22
1270
$1.27K ﹤0.01%
49
1271
$1.27K ﹤0.01%
57
1272
$1.27K ﹤0.01%
50
1273
$1.27K ﹤0.01%
6
1274
$1.26K ﹤0.01%
+15
1275
$1.26K ﹤0.01%
45
49 50
51
52 53