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
176
$1.68M 0.05%
9,200
+200
177
$1.61M 0.05%
6,273
178
$1.57M 0.05%
3,870
-226
179
$1.51M 0.04%
7,725
-316
180
$1.48M 0.04%
45,477
-3,058
181
$1.47M 0.04%
70,435
-3,475
182
$1.47M 0.04%
8,034
183
$1.45M 0.04%
64,519
-4,085
184
$1.44M 0.04%
9,739
185
$1.44M 0.04%
19,667
-567
186
$1.44M 0.04%
11,637
-1
187
$1.43M 0.04%
11,741
-518
188
$1.36M 0.04%
3,817
-114
189
$1.24M 0.04%
13,486
-559
190
$1.2M 0.04%
3,952
+290
191
$1.15M 0.03%
2,631
192
$1.15M 0.03%
4,820
-280
193
$1.11M 0.03%
2,609
194
$1.08M 0.03%
7,035
+42
195
$1.08M 0.03%
5,543
-1,712
196
$1.01M 0.03%
1,917
+65
197
$1.01M 0.03%
23,831
-235
198
$983K 0.03%
3,372
-50
199
$959K 0.03%
8,648
-213
200
$944K 0.03%
60,646
-4,970
6 7
8
9 10