FMII
Farmers & Merchants Investments Inc Portfolio holdings
AUM
$3.43B
This Quarter Return
+10.91%
1 Year Return
+15.33%
3 Year Return
+55.87%
5 Year Return
+107.22%
10 Year Return
+222.9%
AUM
$2.43B
AUM Growth
+$2.43B
(+9.7%)
Cap. Flow
-$5.28M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
31.51%
Holding
1,806
New
76
Increased
360
Reduced
269
Closed
39
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.78M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.13M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.89M |
| 5 |
WESCO International
WCC
|
$1.58M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$4.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.14M |
| 3 |
Chevron
CVX
|
$3.58M |
| 4 |
Apple
AAPL
|
$3.28M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.91M |
Sector Composition
| 1 | Financials | 15.4% |
| 2 | Technology | 12.35% |
| 3 | Healthcare | 11.33% |
| 4 | Industrials | 8.59% |
| 5 | Consumer Staples | 6.17% |