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
551
$21.8K ﹤0.01%
281
552
$21.7K ﹤0.01%
737
553
$21.5K ﹤0.01%
96
554
$21.5K ﹤0.01%
100
555
$21.4K ﹤0.01%
474
-280
556
$21.3K ﹤0.01%
117
557
$21K ﹤0.01%
132
558
$21K ﹤0.01%
15
-1
559
$20.9K ﹤0.01%
305
560
$20.8K ﹤0.01%
+1,000
561
$20.7K ﹤0.01%
131
-5
562
$20.4K ﹤0.01%
154
563
$20.3K ﹤0.01%
383
564
$20K ﹤0.01%
270
565
$19.9K ﹤0.01%
82
566
$19.8K ﹤0.01%
222
567
$19.7K ﹤0.01%
+400
568
$19.6K ﹤0.01%
685
569
$19.4K ﹤0.01%
94
570
$19.4K ﹤0.01%
59
571
$19.3K ﹤0.01%
1,137
572
$19.1K ﹤0.01%
148
573
$19K ﹤0.01%
+576
574
$18.7K ﹤0.01%
110
575
$18.7K ﹤0.01%
50
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