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
$2.37B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$9.59M
3
+$9.09M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M

Top Sells

1
+$2.94M
2
+$2.59M
3
+$2.2M
4
ATVI
Activision Blizzard
ATVI
+$1.99M
5
TFC icon
Truist Financial
TFC
+$1.95M

Sector Composition

1 Financials 16.68%
2 Technology 13.87%
3 Healthcare 10.55%
4 Industrials 8.66%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$369K 0.02%
1,428
+63
252
$367K 0.02%
17,711
+12,171
253
$358K 0.02%
6,185
-10,000
254
$357K 0.02%
22,749
255
$356K 0.02%
6,135
+25
256
$325K 0.01%
675
+600
257
$314K 0.01%
7,502
258
$306K 0.01%
5,091
259
$306K 0.01%
4,221
260
$296K 0.01%
3,021
261
$291K 0.01%
6,900
-1,900
262
$288K 0.01%
13,507
263
$284K 0.01%
16,356
264
$261K 0.01%
4,050
-35
265
$259K 0.01%
16,145
266
$249K 0.01%
2,406
267
$249K 0.01%
315
+243
268
$243K 0.01%
1,935
+1,545
269
$241K 0.01%
1,444
270
$237K 0.01%
4,581
271
$227K 0.01%
7,987
-3,389
272
$226K 0.01%
3,885
273
$222K 0.01%
6,400
274
$222K 0.01%
14,380
+137
275
$207K 0.01%
3,096
-104
9 10
11
12 13