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
426
$52.3K ﹤0.01%
1,250
+720
427
$52.2K ﹤0.01%
1,141
-859
428
$51.6K ﹤0.01%
1,474
+426
429
$50.1K ﹤0.01%
168
-7
430
$49.9K ﹤0.01%
245
-3
431
$49.8K ﹤0.01%
285
432
$49.5K ﹤0.01%
+2,004
433
$48.9K ﹤0.01%
125
434
$48.9K ﹤0.01%
500
435
$48.2K ﹤0.01%
850
436
$47.7K ﹤0.01%
3,558
437
$47.6K ﹤0.01%
3,415
438
$47.1K ﹤0.01%
175
439
$46.8K ﹤0.01%
1,385
440
$46.6K ﹤0.01%
640
441
$46K ﹤0.01%
761
442
$45.7K ﹤0.01%
+1,000
443
$45.6K ﹤0.01%
1,646
+1,577
444
$45.4K ﹤0.01%
1,104
445
$45.3K ﹤0.01%
226
+10
446
$45K ﹤0.01%
+1,108
447
$44K ﹤0.01%
436
448
$43.8K ﹤0.01%
819
449
$43.8K ﹤0.01%
181
450
$43.4K ﹤0.01%
34
16 17
18
19 20