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
426
$52.7K ﹤0.01%
968
427
$51.8K ﹤0.01%
624
428
$51.3K ﹤0.01%
144
429
$50.9K ﹤0.01%
65
-25
430
$50K ﹤0.01%
1,497
431
$49.6K ﹤0.01%
+1,170
432
$49.3K ﹤0.01%
172
-240
433
$49.2K ﹤0.01%
+800
434
$48.8K ﹤0.01%
595
435
$48K ﹤0.01%
2,107
-19,148
436
$47.8K ﹤0.01%
495
437
$47.5K ﹤0.01%
654
438
$47.4K ﹤0.01%
1,500
439
$47.4K ﹤0.01%
242
-2
440
$46.9K ﹤0.01%
449
441
$46.2K ﹤0.01%
1,255
442
$46.1K ﹤0.01%
35
-2
443
$46K ﹤0.01%
200
444
$45.8K ﹤0.01%
176
445
$45.5K ﹤0.01%
463
446
$45.5K ﹤0.01%
500
447
$45.3K ﹤0.01%
5,675
448
$45.3K ﹤0.01%
300
449
$45.2K ﹤0.01%
146
450
$45.2K ﹤0.01%
489
+5
16 17
18
19 20