FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.02%
13,709
+53
227
$593K 0.02%
2,283
228
$592K 0.02%
1,294
-3
229
$592K 0.02%
1,185
-30
230
$572K 0.02%
10,060
-155
231
$566K 0.02%
2,300
-660
232
$560K 0.02%
12,242
+260
233
$557K 0.02%
5,116
234
$556K 0.02%
4,133
235
$552K 0.02%
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-5
236
$531K 0.02%
885
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237
$521K 0.01%
7,812
-54
238
$489K 0.01%
5,640
239
$480K 0.01%
4,058
+5
240
$479K 0.01%
5,876
-100
241
$468K 0.01%
3,294
242
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7,803
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244
$452K 0.01%
2,477
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245
$448K 0.01%
4,205
246
$434K 0.01%
8,690
247
$427K 0.01%
2,502
-57
248
$422K 0.01%
9,470
-70
249
$421K 0.01%
24,546
-100
250
$412K 0.01%
3,615
8 9
10
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