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
501
$23.9K ﹤0.01%
92
502
$23.8K ﹤0.01%
100
503
$23.8K ﹤0.01%
101
504
$23.3K ﹤0.01%
59
505
$23.3K ﹤0.01%
695
506
$23.2K ﹤0.01%
225
507
$22.5K ﹤0.01%
155
508
$22.4K ﹤0.01%
305
509
$22.4K ﹤0.01%
210
+195
510
$22.2K ﹤0.01%
73
511
$22.2K ﹤0.01%
114
512
$22.2K ﹤0.01%
112
513
$21.9K ﹤0.01%
82
514
$21.6K ﹤0.01%
383
515
$21.6K ﹤0.01%
222
516
$21.5K ﹤0.01%
231
517
$21.4K ﹤0.01%
1,137
518
$21.4K ﹤0.01%
212
519
$21.4K ﹤0.01%
195
520
$21.3K ﹤0.01%
16
521
$21.2K ﹤0.01%
17
-1
522
$21.1K ﹤0.01%
244
523
$21K ﹤0.01%
1,255
524
$20.4K ﹤0.01%
383
525
$20.4K ﹤0.01%
685
19 20
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