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
576
$14.7K ﹤0.01%
535
577
$14.6K ﹤0.01%
411
578
$14.6K ﹤0.01%
65
579
$14.4K ﹤0.01%
228
580
$14.2K ﹤0.01%
367
581
$14.1K ﹤0.01%
210
582
$14.1K ﹤0.01%
34
-2
583
$14.1K ﹤0.01%
177
584
$14.1K ﹤0.01%
539
585
$14K ﹤0.01%
272
586
$13.9K ﹤0.01%
173
-23
587
$13.9K ﹤0.01%
108
588
$13.8K ﹤0.01%
73
589
$13.5K ﹤0.01%
124
-16
590
$13.5K ﹤0.01%
43
591
$13.3K ﹤0.01%
51
592
$13.3K ﹤0.01%
176
593
$13.3K ﹤0.01%
210
594
$13.2K ﹤0.01%
54
595
$13.2K ﹤0.01%
167
596
$13.1K ﹤0.01%
168
597
$13.1K ﹤0.01%
152
598
$12.9K ﹤0.01%
468
599
$12.8K ﹤0.01%
76
600
$12.8K ﹤0.01%
450
22 23
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