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
476
$37.5K ﹤0.01%
477
-5
477
$36.7K ﹤0.01%
3,500
+1,500
478
$35.5K ﹤0.01%
237
479
$35.4K ﹤0.01%
294
+50
480
$35.3K ﹤0.01%
900
-500
481
$35.1K ﹤0.01%
207
482
$35K ﹤0.01%
+386
483
$34.6K ﹤0.01%
61
484
$34.6K ﹤0.01%
345
485
$34.4K ﹤0.01%
258
486
$34.4K ﹤0.01%
119
-300
487
$34.2K ﹤0.01%
217
488
$34.2K ﹤0.01%
1,255
489
$34.1K ﹤0.01%
281
490
$33.6K ﹤0.01%
690
491
$33.5K ﹤0.01%
97
492
$33.4K ﹤0.01%
883
+388
493
$33.3K ﹤0.01%
558
-2,212
494
$33.2K ﹤0.01%
138
495
$33.2K ﹤0.01%
+699
496
$32.7K ﹤0.01%
202
+23
497
$32.3K ﹤0.01%
45
498
$31.9K ﹤0.01%
670
-53
499
$31.8K ﹤0.01%
608
+12
500
$31.5K ﹤0.01%
2,630
18 19
20
21 22