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
476
$27.9K ﹤0.01%
777
477
$27.8K ﹤0.01%
529
+469
478
$27.6K ﹤0.01%
579
479
$27.4K ﹤0.01%
370
+200
480
$27.3K ﹤0.01%
500
481
$27.2K ﹤0.01%
124
482
$26.9K ﹤0.01%
784
483
$26.9K ﹤0.01%
250
484
$26.7K ﹤0.01%
97
485
$26.4K ﹤0.01%
43
486
$26.2K ﹤0.01%
55
487
$26.1K ﹤0.01%
+203
488
$26.1K ﹤0.01%
270
489
$25.9K ﹤0.01%
168
490
$25.7K ﹤0.01%
192
491
$25.3K ﹤0.01%
737
492
$24.9K ﹤0.01%
128
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$24.8K ﹤0.01%
189
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$24.6K ﹤0.01%
96
495
$24.5K ﹤0.01%
228
+1
496
$24.3K ﹤0.01%
3
497
$24.1K ﹤0.01%
485
498
$24K ﹤0.01%
154
-3
499
$24K ﹤0.01%
88
500
$24K ﹤0.01%
447