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
526
$25.7K ﹤0.01%
283
527
$25.6K ﹤0.01%
31
+2
528
$25.5K ﹤0.01%
93
529
$25.4K ﹤0.01%
17
530
$25.4K ﹤0.01%
101
531
$25.3K ﹤0.01%
197
532
$25.3K ﹤0.01%
103
533
$25K ﹤0.01%
405
534
$24.3K ﹤0.01%
121
535
$24.2K ﹤0.01%
75
536
$24.2K ﹤0.01%
+170
537
$24.1K ﹤0.01%
3
538
$23.2K ﹤0.01%
122
539
$22.9K ﹤0.01%
664
540
$22.8K ﹤0.01%
270
541
$22.8K ﹤0.01%
486
542
$22.6K ﹤0.01%
270
+14
543
$22.3K ﹤0.01%
685
544
$21.9K ﹤0.01%
760
545
$21.8K ﹤0.01%
886
-190
546
$21.5K ﹤0.01%
84
547
$21.3K ﹤0.01%
305
+15
548
$21.2K ﹤0.01%
+289
549
$21.1K ﹤0.01%
360
550
$20.9K ﹤0.01%
320
20 21
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