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
126
$4.96M 0.14%
40,902
+993
127
$4.71M 0.14%
30,227
-536
128
$4.71M 0.14%
38,891
-1,650
129
$4.66M 0.14%
192,317
-3,136
130
$4.55M 0.13%
134,657
+31
131
$4.47M 0.13%
16,602
132
$4.47M 0.13%
37,465
-4
133
$4.39M 0.13%
44,345
+2,861
134
$4.19M 0.12%
87,847
+558
135
$4.13M 0.12%
47,809
-7,013
136
$4.06M 0.12%
45,432
+1,184
137
$3.95M 0.12%
42,982
-581
138
$3.94M 0.11%
12,395
-1,842
139
$3.9M 0.11%
1,051
-75
140
$3.9M 0.11%
22,630
+641
141
$3.84M 0.11%
18,782
-906
142
$3.5M 0.1%
14,753
-606
143
$3.46M 0.1%
38,798
-55
144
$3.36M 0.1%
64,824
-6,534
145
$3.13M 0.09%
30,018
-1,000
146
$3.02M 0.09%
33,177
-726
147
$2.88M 0.08%
5,021
+4
148
$2.87M 0.08%
11,230
-468
149
$2.84M 0.08%
9,332
-20
150
$2.76M 0.08%
59,679
-7,705
4 5
6
7 8