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
551
$17.4K ﹤0.01%
170
552
$17.3K ﹤0.01%
50
553
$17.2K ﹤0.01%
50
554
$17K ﹤0.01%
340
555
$16.9K ﹤0.01%
1,022
556
$16.7K ﹤0.01%
80
-34
557
$16.6K ﹤0.01%
81
558
$16.4K ﹤0.01%
205
559
$16.3K ﹤0.01%
193
-24
560
$16.3K ﹤0.01%
740
561
$16.1K ﹤0.01%
111
+20
562
$15.9K ﹤0.01%
166
563
$15.9K ﹤0.01%
32
564
$15.9K ﹤0.01%
107
565
$15.8K ﹤0.01%
263
566
$15.8K ﹤0.01%
122
-258
567
$15.7K ﹤0.01%
48
568
$15.7K ﹤0.01%
140
569
$15.6K ﹤0.01%
+2,500
570
$15.5K ﹤0.01%
121
571
$15.5K ﹤0.01%
148
572
$15.3K ﹤0.01%
170
573
$15.1K ﹤0.01%
1,780
+492
574
$15.1K ﹤0.01%
649
575
$15K ﹤0.01%
284
-150
21 22
23
24 25