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
376
$74.4K ﹤0.01%
287
-6
377
$72.6K ﹤0.01%
2,605
378
$70.9K ﹤0.01%
790
379
$70.8K ﹤0.01%
1,034
380
$70.2K ﹤0.01%
168
+3
381
$69.3K ﹤0.01%
255
382
$68.5K ﹤0.01%
98
383
$62.1K ﹤0.01%
364
384
$60.8K ﹤0.01%
175
-10
385
$60.7K ﹤0.01%
442
386
$59.4K ﹤0.01%
104
387
$58.2K ﹤0.01%
6,125
388
$56.7K ﹤0.01%
182
389
$56.2K ﹤0.01%
+1,637
390
$56.1K ﹤0.01%
187
391
$55.7K ﹤0.01%
1,566
392
$55.2K ﹤0.01%
3,146
393
$54.6K ﹤0.01%
1,080
394
$54.6K ﹤0.01%
1,385
395
$54.3K ﹤0.01%
1,326
396
$54.2K ﹤0.01%
248
397
$52.9K ﹤0.01%
500
398
$52.8K ﹤0.01%
712
399
$52.3K ﹤0.01%
900
400
$51K ﹤0.01%
2,401
14 15
16
17 18