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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
426
$43.4K ﹤0.01%
350
427
$43.4K ﹤0.01%
175
428
$43.1K ﹤0.01%
552
429
$41.9K ﹤0.01%
3,558
430
$41.9K ﹤0.01%
34
431
$40.8K ﹤0.01%
500
+200
432
$40.8K ﹤0.01%
1,230
-40
433
$40.3K ﹤0.01%
436
434
$40.3K ﹤0.01%
2,250
435
$39.9K ﹤0.01%
216
436
$38.9K ﹤0.01%
968
437
$38.9K ﹤0.01%
75
438
$38.1K ﹤0.01%
570
439
$37.3K ﹤0.01%
175
440
$37K ﹤0.01%
486
441
$36.9K ﹤0.01%
700
442
$36.7K ﹤0.01%
289
443
$35.6K ﹤0.01%
372
444
$35.2K ﹤0.01%
487
445
$35.2K ﹤0.01%
214
446
$35.1K ﹤0.01%
253
447
$35K ﹤0.01%
550
+134
448
$35K ﹤0.01%
800
449
$34.8K ﹤0.01%
201
450
$34.7K ﹤0.01%
454
16 17
18
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