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
1476
$759 ﹤0.01%
89
1477
$757 ﹤0.01%
21
1478
$757 ﹤0.01%
9
+1
1479
$755 ﹤0.01%
+70
1480
$754 ﹤0.01%
52
1481
$753 ﹤0.01%
50
1482
$752 ﹤0.01%
61
1483
$752 ﹤0.01%
42
1484
$750 ﹤0.01%
18
1485
$750 ﹤0.01%
95
+11
1486
$746 ﹤0.01%
24
1487
$744 ﹤0.01%
40
1488
$744 ﹤0.01%
11
1489
$742 ﹤0.01%
13
+2
1490
$735 ﹤0.01%
18
1491
$735 ﹤0.01%
64
1492
$734 ﹤0.01%
15
+2
1493
$722 ﹤0.01%
42
1494
$722 ﹤0.01%
20
1495
$718 ﹤0.01%
22
1496
$717 ﹤0.01%
58
1497
$714 ﹤0.01%
20
1498
$714 ﹤0.01%
41
+4
1499
$712 ﹤0.01%
70
1500
$712 ﹤0.01%
39
+3
58 59
60
61 62