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
401
$70.4K ﹤0.01%
1,100
-32
402
$70.2K ﹤0.01%
864
-400
403
$69.5K ﹤0.01%
2,605
404
$68.9K ﹤0.01%
91
405
$68.5K ﹤0.01%
+2,400
406
$66.4K ﹤0.01%
8,268
-1,565
407
$65.2K ﹤0.01%
2,076
408
$61.9K ﹤0.01%
104
409
$60.9K ﹤0.01%
185
-2
410
$60.5K ﹤0.01%
442
411
$59.9K ﹤0.01%
6,125
412
$56.4K ﹤0.01%
644
413
$56.3K ﹤0.01%
794
+228
414
$56.2K ﹤0.01%
3,146
415
$56K ﹤0.01%
182
416
$55.8K ﹤0.01%
356
-8
417
$55.6K ﹤0.01%
145
+137
418
$55.5K ﹤0.01%
789
+635
419
$54.9K ﹤0.01%
1,326
420
$54.8K ﹤0.01%
464
-150
421
$54.3K ﹤0.01%
1,637
422
$54.3K ﹤0.01%
129
423
$54.1K ﹤0.01%
1,080
424
$53.4K ﹤0.01%
2,401
425
$53.3K ﹤0.01%
260
+223
15 16
17
18 19