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
401
$50.8K ﹤0.01%
850
402
$50.7K ﹤0.01%
129
403
$50.6K ﹤0.01%
770
404
$49.7K ﹤0.01%
125
405
$49.7K ﹤0.01%
335
+71
406
$48.8K ﹤0.01%
597
407
$48.3K ﹤0.01%
1,500
408
$48.1K ﹤0.01%
144
-2
409
$47.8K ﹤0.01%
761
-389
410
$47.7K ﹤0.01%
209
411
$47.6K ﹤0.01%
1,104
-11
412
$47.4K ﹤0.01%
99
413
$46.7K ﹤0.01%
644
414
$46.6K ﹤0.01%
280
+95
415
$46.4K ﹤0.01%
281
416
$46K ﹤0.01%
285
417
$45.7K ﹤0.01%
181
418
$45.6K ﹤0.01%
509
419
$44.9K ﹤0.01%
278
-300
420
$44.8K ﹤0.01%
+777
421
$44.8K ﹤0.01%
640
422
$44.7K ﹤0.01%
950
423
$44.3K ﹤0.01%
557
424
$43.9K ﹤0.01%
819
425
$43.5K ﹤0.01%
566
15 16
17
18 19