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
276
$282K 0.01%
7,135
277
$279K 0.01%
6,500
278
$271K 0.01%
4,660
-251
279
$269K 0.01%
1,337
-1
280
$269K 0.01%
1,310
281
$268K 0.01%
2,236
282
$267K 0.01%
8,535
283
$266K 0.01%
3,928
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284
$262K 0.01%
3,886
285
$260K 0.01%
13,588
286
$260K 0.01%
39,504
-27,952
287
$259K 0.01%
1,840
288
$250K 0.01%
3,012
289
$250K 0.01%
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290
$246K 0.01%
3,365
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291
$239K 0.01%
125
292
$232K 0.01%
2,100
293
$232K 0.01%
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294
$227K 0.01%
2,735
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295
$226K 0.01%
400
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296
$225K 0.01%
955
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297
$223K 0.01%
6,000
298
$219K 0.01%
1,157
299
$206K 0.01%
1,915
-5
300
$206K 0.01%
1,798
+229
10 11
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