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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
351
$96.9K ﹤0.01%
1,877
-408
352
$96.2K ﹤0.01%
764
353
$95.8K ﹤0.01%
936
354
$95.3K ﹤0.01%
461
355
$94.6K ﹤0.01%
237
356
$93.8K ﹤0.01%
707
-186
357
$93.6K ﹤0.01%
598
358
$93.4K ﹤0.01%
2,911
-770
359
$93.2K ﹤0.01%
9,833
+5,300
360
$89.7K ﹤0.01%
1,132
361
$87.7K ﹤0.01%
1,182
-816
362
$86.8K ﹤0.01%
933
363
$86.8K ﹤0.01%
775
364
$84.8K ﹤0.01%
6,385
-200
365
$84.6K ﹤0.01%
4,774
366
$83.3K ﹤0.01%
885
-25
367
$81.7K ﹤0.01%
377
368
$80.9K ﹤0.01%
614
369
$80.6K ﹤0.01%
227
370
$80.1K ﹤0.01%
2,076
371
$80K ﹤0.01%
1,300
372
$78.2K ﹤0.01%
750
373
$77.4K ﹤0.01%
843
374
$76K ﹤0.01%
+2,217
375
$75.1K ﹤0.01%
91
13 14
15
16 17