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
251
$401K 0.01%
4,040
252
$388K 0.01%
4,810
-66
253
$387K 0.01%
1,765
-1,564
254
$387K 0.01%
8,463
255
$386K 0.01%
13,630
-54
256
$380K 0.01%
637
257
$365K 0.01%
4,560
258
$364K 0.01%
13,817
-1
259
$358K 0.01%
13,588
260
$357K 0.01%
5,856
-250
261
$351K 0.01%
13,320
262
$347K 0.01%
1,046
-5
263
$338K 0.01%
1,757
264
$335K 0.01%
4,711
-25
265
$332K 0.01%
12,625
266
$330K 0.01%
1,220
-1
267
$321K 0.01%
1,569
268
$318K 0.01%
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269
$315K 0.01%
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270
$309K 0.01%
1,108
271
$304K 0.01%
6,579
+6,415
272
$296K 0.01%
9,503
273
$295K 0.01%
9,950
274
$288K 0.01%
5,343
+210
275
$285K 0.01%
1,935
+5
9 10
11
12 13