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
301
$205K 0.01%
11,174
-300
302
$204K 0.01%
2,030
303
$195K 0.01%
1,228
+150
304
$185K 0.01%
6,613
305
$183K 0.01%
1,921
306
$182K 0.01%
2,329
+3
307
$181K 0.01%
1,959
308
$180K 0.01%
2,400
309
$178K 0.01%
1,674
310
$176K 0.01%
924
311
$175K 0.01%
2,333
-46
312
$175K 0.01%
1,304
313
$175K ﹤0.01%
1,683
314
$174K ﹤0.01%
2,385
-98
315
$170K ﹤0.01%
11,794
-1,083
316
$167K ﹤0.01%
4,248
317
$165K ﹤0.01%
3,710
318
$165K ﹤0.01%
2,451
319
$159K ﹤0.01%
233
320
$158K ﹤0.01%
1,048
321
$157K ﹤0.01%
528
+267
322
$153K ﹤0.01%
665
323
$151K ﹤0.01%
1,093
324
$150K ﹤0.01%
2,212
325
$149K ﹤0.01%
810
11 12
13
14 15