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
1551
$552 ﹤0.01%
32
1552
$547 ﹤0.01%
18
1553
$542 ﹤0.01%
57
1554
$539 ﹤0.01%
75
1555
$536 ﹤0.01%
24
1556
$532 ﹤0.01%
29
1557
$531 ﹤0.01%
45
1558
$530 ﹤0.01%
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1559
$530 ﹤0.01%
8
1560
$527 ﹤0.01%
90
1561
$525 ﹤0.01%
20
+2
1562
$522 ﹤0.01%
24
1563
$519 ﹤0.01%
24
1564
$517 ﹤0.01%
17
1565
$517 ﹤0.01%
60
1566
$514 ﹤0.01%
24
1567
$513 ﹤0.01%
25
1568
$510 ﹤0.01%
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1569
$510 ﹤0.01%
22
1570
$506 ﹤0.01%
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1571
$503 ﹤0.01%
8
1572
$501 ﹤0.01%
10
+2
1573
$501 ﹤0.01%
40
+5
1574
$500 ﹤0.01%
16
1575
$500 ﹤0.01%
65
61 62
63
64 65