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
451
$34.4K ﹤0.01%
754
+280
452
$34.2K ﹤0.01%
288
+192
453
$34.2K ﹤0.01%
61
454
$34K ﹤0.01%
3,415
455
$33.5K ﹤0.01%
889
+234
456
$32.8K ﹤0.01%
449
457
$32.8K ﹤0.01%
+250
458
$32.7K ﹤0.01%
500
459
$32.5K ﹤0.01%
345
460
$32.4K ﹤0.01%
60
461
$32.3K ﹤0.01%
882
462
$31.7K ﹤0.01%
1,048
-30
463
$31.6K ﹤0.01%
125
464
$31.5K ﹤0.01%
348
465
$31.4K ﹤0.01%
460
466
$31.3K ﹤0.01%
436
467
$31.3K ﹤0.01%
540
468
$31K ﹤0.01%
254
+127
469
$30.5K ﹤0.01%
106
470
$30.5K ﹤0.01%
122
471
$30.5K ﹤0.01%
78
472
$30.3K ﹤0.01%
319
473
$30.2K ﹤0.01%
600
474
$30.1K ﹤0.01%
2,204
475
$28.7K ﹤0.01%
197
17 18
19
20 21