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
326
$143K ﹤0.01%
2,519
327
$139K ﹤0.01%
993
+743
328
$138K ﹤0.01%
3,071
329
$136K ﹤0.01%
16,176
330
$133K ﹤0.01%
378
331
$133K ﹤0.01%
384
-40
332
$133K ﹤0.01%
1,785
333
$131K ﹤0.01%
780
-3
334
$130K ﹤0.01%
2,768
335
$129K ﹤0.01%
885
336
$129K ﹤0.01%
770
337
$128K ﹤0.01%
1,072
-400
338
$128K ﹤0.01%
12,039
339
$125K ﹤0.01%
2,780
340
$125K ﹤0.01%
808
341
$123K ﹤0.01%
1,832
-1
342
$122K ﹤0.01%
5,770
-200
343
$121K ﹤0.01%
4,938
344
$121K ﹤0.01%
271
+2
345
$120K ﹤0.01%
1,894
346
$120K ﹤0.01%
4,288
347
$116K ﹤0.01%
2,580
348
$114K ﹤0.01%
1,199
349
$114K ﹤0.01%
2,717
350
$113K ﹤0.01%
1,537
-2
12 13
14
15 16