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
151
$2.76M 0.08%
40,071
+2,479
152
$2.7M 0.08%
22,489
+16,654
153
$2.66M 0.08%
47,498
-2,526
154
$2.66M 0.08%
103,112
+2,854
155
$2.65M 0.08%
4,716
-1,712
156
$2.63M 0.08%
26,059
-1,130
157
$2.62M 0.08%
41,844
+3,820
158
$2.58M 0.08%
16,920
+72
159
$2.58M 0.08%
9,203
+69
160
$2.52M 0.07%
22,196
+1,502
161
$2.45M 0.07%
4,643
+4,419
162
$2.42M 0.07%
17,833
+1,164
163
$2.33M 0.07%
24,182
-5,907
164
$2.31M 0.07%
9,586
+67
165
$2.29M 0.07%
16,981
+6
166
$2.25M 0.07%
77,864
+221
167
$2.19M 0.06%
10,457
-41
168
$2.14M 0.06%
40,968
-13,399
169
$2.07M 0.06%
22,791
-1
170
$1.87M 0.05%
19,250
-650
171
$1.87M 0.05%
11,858
172
$1.84M 0.05%
9,453
-50
173
$1.83M 0.05%
37,969
-80
174
$1.76M 0.05%
2,391
+12
175
$1.73M 0.05%
65,238
+2,916
5 6
7
8 9