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
451
$43.4K ﹤0.01%
335
452
$43.3K ﹤0.01%
500
453
$43.2K ﹤0.01%
278
454
$42.9K ﹤0.01%
+458
455
$42.6K ﹤0.01%
281
456
$42.3K ﹤0.01%
144
457
$41.3K ﹤0.01%
+2,068
458
$41.3K ﹤0.01%
560
-10
459
$40.6K ﹤0.01%
75
460
$40K ﹤0.01%
276
-4
461
$39.9K ﹤0.01%
400
462
$39.8K ﹤0.01%
2,250
463
$39.2K ﹤0.01%
557
464
$39.1K ﹤0.01%
527
-25
465
$38.8K ﹤0.01%
570
-200
466
$38.4K ﹤0.01%
+365
467
$38.4K ﹤0.01%
434
-75
468
$38.2K ﹤0.01%
175
469
$37.6K ﹤0.01%
700
470
$37.3K ﹤0.01%
145
-110
471
$36.7K ﹤0.01%
+1,200
472
$36.7K ﹤0.01%
968
473
$36.1K ﹤0.01%
486
474
$36K ﹤0.01%
350
475
$36K ﹤0.01%
449
17 18
19
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