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
$3B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,831
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.71M
3
+$3.49M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.93M
5
BND icon
Vanguard Total Bond Market
BND
+$2.42M

Top Sells

1
+$2.79M
2
+$2.11M
3
+$1.88M
4
NNI icon
Nelnet
NNI
+$1.83M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Sector Composition

1 Technology 17.26%
2 Financials 13.02%
3 Healthcare 9.56%
4 Industrials 8.22%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$96.4K ﹤0.01%
2,785
377
$96.4K ﹤0.01%
1,700
378
$96.4K ﹤0.01%
933
379
$95.8K ﹤0.01%
+2,519
380
$94.1K ﹤0.01%
1,028
+238
381
$90.8K ﹤0.01%
598
382
$89.7K ﹤0.01%
837
+713
383
$87.6K ﹤0.01%
227
384
$86.6K ﹤0.01%
891
+6
385
$86.3K ﹤0.01%
198
+99
386
$85.6K ﹤0.01%
+2,654
387
$85.3K ﹤0.01%
1,014
-120
388
$83.2K ﹤0.01%
1,300
389
$83.2K ﹤0.01%
5,115
390
$79.6K ﹤0.01%
1,034
391
$79.3K ﹤0.01%
926
-279
392
$79.2K ﹤0.01%
96
-2
393
$78.3K ﹤0.01%
167
-1
394
$78.3K ﹤0.01%
10,519
-3,437
395
$77.7K ﹤0.01%
1,046
+1,000
396
$76.8K ﹤0.01%
843
397
$74K ﹤0.01%
377
398
$72.5K ﹤0.01%
627
+338
399
$71.9K ﹤0.01%
282
-5
400
$71K ﹤0.01%
711
-225
14 15
16
17 18