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
501
$31K ﹤0.01%
435
502
$31K ﹤0.01%
246
-5
503
$30.7K ﹤0.01%
535
+150
504
$30.7K ﹤0.01%
228
505
$30.2K ﹤0.01%
100
506
$30K ﹤0.01%
1,833
507
$29.2K ﹤0.01%
63
508
$29.2K ﹤0.01%
1,690
509
$28.8K ﹤0.01%
97
510
$28.4K ﹤0.01%
340
511
$28.1K ﹤0.01%
359
512
$28.1K ﹤0.01%
418
513
$27.9K ﹤0.01%
348
514
$27.9K ﹤0.01%
500
515
$27.4K ﹤0.01%
185
516
$27.4K ﹤0.01%
100
517
$27.3K ﹤0.01%
146
+50
518
$27.1K ﹤0.01%
105
519
$27.1K ﹤0.01%
43
520
$27.1K ﹤0.01%
88
521
$26.5K ﹤0.01%
284
522
$26.4K ﹤0.01%
4,344
523
$26.1K ﹤0.01%
279
524
$26K ﹤0.01%
394
-2
525
$25.8K ﹤0.01%
28
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