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
1626
$392 ﹤0.01%
22
1627
$391 ﹤0.01%
90
1628
$387 ﹤0.01%
22
1629
$385 ﹤0.01%
15
1630
$382 ﹤0.01%
47
1631
$382 ﹤0.01%
23
1632
$381 ﹤0.01%
17
1633
$372 ﹤0.01%
76
1634
$372 ﹤0.01%
17
1635
$371 ﹤0.01%
20
1636
$370 ﹤0.01%
20
1637
$370 ﹤0.01%
20
1638
$369 ﹤0.01%
10
1639
$368 ﹤0.01%
11
1640
$364 ﹤0.01%
60
1641
$362 ﹤0.01%
13
1642
$359 ﹤0.01%
18
1643
$358 ﹤0.01%
38
1644
$358 ﹤0.01%
21
1645
$351 ﹤0.01%
20
1646
$351 ﹤0.01%
9
1647
$350 ﹤0.01%
40
1648
$345 ﹤0.01%
13
1649
$345 ﹤0.01%
12
1650
$345 ﹤0.01%
12
+3
64 65
66
67 68