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
1576
$500 ﹤0.01%
24
1577
$498 ﹤0.01%
32
1578
$497 ﹤0.01%
71
1579
$496 ﹤0.01%
31
1580
$495 ﹤0.01%
21
1581
$493 ﹤0.01%
9
1582
$487 ﹤0.01%
16
1583
$485 ﹤0.01%
54
1584
$484 ﹤0.01%
13
1585
$484 ﹤0.01%
35
1586
$483 ﹤0.01%
11
1587
$480 ﹤0.01%
31
1588
$480 ﹤0.01%
13
1589
$477 ﹤0.01%
14
+3
1590
$477 ﹤0.01%
21
1591
$476 ﹤0.01%
39
1592
$474 ﹤0.01%
22
1593
$473 ﹤0.01%
26
1594
$473 ﹤0.01%
25
1595
$472 ﹤0.01%
8
1596
$469 ﹤0.01%
10
1597
$468 ﹤0.01%
85
1598
$466 ﹤0.01%
13
1599
$466 ﹤0.01%
10
+2
1600
$461 ﹤0.01%
41
62 63
64
65 66