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
1351
$1.08K ﹤0.01%
22
1352
$1.08K ﹤0.01%
70
-65
1353
$1.07K ﹤0.01%
13
1354
$1.07K ﹤0.01%
36
1355
$1.07K ﹤0.01%
40
1356
$1.07K ﹤0.01%
20
1357
$1.07K ﹤0.01%
46
1358
$1.07K ﹤0.01%
78
1359
$1.07K ﹤0.01%
22
1360
$1.06K ﹤0.01%
101
1361
$1.06K ﹤0.01%
146
1362
$1.06K ﹤0.01%
31
1363
$1.06K ﹤0.01%
10
1364
$1.05K ﹤0.01%
55
+5
1365
$1.05K ﹤0.01%
28
1366
$1.05K ﹤0.01%
11
1367
$1.05K ﹤0.01%
24
1368
$1.04K ﹤0.01%
81
+12
1369
$1.04K ﹤0.01%
55
1370
$1.04K ﹤0.01%
75
1371
$1.04K ﹤0.01%
61
1372
$1.03K ﹤0.01%
29
1373
$1.03K ﹤0.01%
21
1374
$1.03K ﹤0.01%
24
1375
$1.03K ﹤0.01%
35
+3
53 54
55
56 57