FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.71M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

Top Sells

1
+$3.8M
2
+$3.17M
3
+$2.46M
4
BKH icon
Black Hills Corp
BKH
+$1.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.24M

Sector Composition

1 Technology 15.76%
2 Financials 13.18%
3 Healthcare 10.11%
4 Industrials 8.68%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$164K 0.01%
2,238
-3
302
$159K 0.01%
5,625
303
$158K 0.01%
5,400
304
$154K 0.01%
924
305
$152K 0.01%
2,025
-75
306
$151K 0.01%
2,080
307
$150K 0.01%
+2,661
308
$146K ﹤0.01%
2,466
309
$145K ﹤0.01%
6,425
-6,116
310
$144K ﹤0.01%
3,183
311
$144K ﹤0.01%
486
312
$144K ﹤0.01%
972
313
$143K ﹤0.01%
1,200
-215
314
$142K ﹤0.01%
687
315
$140K ﹤0.01%
697
-5
316
$139K ﹤0.01%
2,774
317
$137K ﹤0.01%
717
318
$134K ﹤0.01%
2,939
319
$133K ﹤0.01%
3,350
320
$131K ﹤0.01%
1,816
321
$131K ﹤0.01%
+3,710
322
$131K ﹤0.01%
855
+80
323
$130K ﹤0.01%
606
324
$127K ﹤0.01%
1,929
325
$124K ﹤0.01%
190
11 12
13
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