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
1676
$301 ﹤0.01%
35
1677
$295 ﹤0.01%
12
1678
$288 ﹤0.01%
69
1679
$287 ﹤0.01%
9
1680
$286 ﹤0.01%
20
1681
$286 ﹤0.01%
20
+3
1682
$286 ﹤0.01%
7
1683
$284 ﹤0.01%
47
1684
$276 ﹤0.01%
30
1685
$274 ﹤0.01%
40
1686
$269 ﹤0.01%
26
1687
$268 ﹤0.01%
5
1688
$264 ﹤0.01%
12
1689
$259 ﹤0.01%
8
1690
$256 ﹤0.01%
6
1691
$251 ﹤0.01%
37
1692
$250 ﹤0.01%
3
1693
$245 ﹤0.01%
39
1694
$244 ﹤0.01%
22
1695
$234 ﹤0.01%
13
1696
$232 ﹤0.01%
+15
1697
$225 ﹤0.01%
18
+4
1698
$224 ﹤0.01%
17
1699
$219 ﹤0.01%
20
1700
$216 ﹤0.01%
3
66 67
68
69 70