FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,779
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.95M
3
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$279 ﹤0.01%
80
1702
$278 ﹤0.01%
23
1703
$272 ﹤0.01%
2
1704
$270 ﹤0.01%
57
1705
$259 ﹤0.01%
7
1706
$244 ﹤0.01%
8
1707
$233 ﹤0.01%
55
1708
$233 ﹤0.01%
100
1709
$224 ﹤0.01%
263
1710
$222 ﹤0.01%
45
1711
$213 ﹤0.01%
26
1712
$209 ﹤0.01%
13
1713
$204 ﹤0.01%
60
1714
$197 ﹤0.01%
10
1715
$192 ﹤0.01%
11
1716
$186 ﹤0.01%
104
1717
$155 ﹤0.01%
20
1718
$137 ﹤0.01%
10
1719
$122 ﹤0.01%
18
1720
$109 ﹤0.01%
21
1721
$97 ﹤0.01%
80
1722
$92 ﹤0.01%
53
1723
$81 ﹤0.01%
38
-31
1724
$71 ﹤0.01%
4
1725
$52 ﹤0.01%
1
67 68
69
70 71