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
526
$24.7K ﹤0.01%
+951
527
$24.6K ﹤0.01%
100
528
$24.6K ﹤0.01%
300
+240
529
$24.4K ﹤0.01%
695
530
$24.3K ﹤0.01%
73
531
$24.1K ﹤0.01%
+147
532
$24.1K ﹤0.01%
444
-3
533
$23.9K ﹤0.01%
416
-134
534
$23.7K ﹤0.01%
+348
535
$23.4K ﹤0.01%
92
536
$23.3K ﹤0.01%
43
537
$23.2K ﹤0.01%
+405
538
$23.1K ﹤0.01%
595
539
$23K ﹤0.01%
28
540
$23K ﹤0.01%
77
-1
541
$23K ﹤0.01%
114
542
$22.9K ﹤0.01%
244
543
$22.8K ﹤0.01%
3
544
$22.6K ﹤0.01%
225
545
$22.4K ﹤0.01%
112
546
$22.4K ﹤0.01%
383
547
$22.4K ﹤0.01%
260
+125
548
$21.9K ﹤0.01%
1,255
549
$21.9K ﹤0.01%
88
550
$21.9K ﹤0.01%
486
+455
20 21
22
23 24