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
376
$87.2K ﹤0.01%
355
-770
377
$87K ﹤0.01%
487
378
$86.2K ﹤0.01%
2,643
-170
379
$85.1K ﹤0.01%
500
+149
380
$84.9K ﹤0.01%
2,990
381
$84.9K ﹤0.01%
1,106
382
$84.6K ﹤0.01%
421
383
$83.9K ﹤0.01%
171
384
$82.1K ﹤0.01%
426
-5
385
$81.3K ﹤0.01%
1,555
386
$77.2K ﹤0.01%
183
387
$76.2K ﹤0.01%
270
-5
388
$75.7K ﹤0.01%
1,304
389
$74.9K ﹤0.01%
1,637
390
$74.7K ﹤0.01%
227
391
$74.5K ﹤0.01%
850
392
$74.5K ﹤0.01%
442
393
$73K ﹤0.01%
655
-43
394
$72.9K ﹤0.01%
377
395
$71.4K ﹤0.01%
3,415
396
$71.1K ﹤0.01%
1,474
-1
397
$70K ﹤0.01%
244
398
$69.8K ﹤0.01%
2,694
-200
399
$68.9K ﹤0.01%
1,150
400
$67.4K ﹤0.01%
800
+100
14 15
16
17 18