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
1401
$956 ﹤0.01%
13
1402
$952 ﹤0.01%
5
1403
$948 ﹤0.01%
63
1404
$945 ﹤0.01%
63
1405
$944 ﹤0.01%
30
1406
$937 ﹤0.01%
18
1407
$937 ﹤0.01%
12
1408
$936 ﹤0.01%
36
1409
$933 ﹤0.01%
21
1410
$929 ﹤0.01%
16
1411
$926 ﹤0.01%
48
1412
$921 ﹤0.01%
35
1413
$917 ﹤0.01%
68
1414
$911 ﹤0.01%
145
1415
$910 ﹤0.01%
37
1416
$909 ﹤0.01%
10
1417
$905 ﹤0.01%
23
1418
$904 ﹤0.01%
53
1419
$904 ﹤0.01%
30
1420
$903 ﹤0.01%
97
1421
$902 ﹤0.01%
32
1422
$896 ﹤0.01%
12
1423
$895 ﹤0.01%
60
+6
1424
$890 ﹤0.01%
21
1425
$887 ﹤0.01%
40
55 56
57
58 59