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
576
$18.6K ﹤0.01%
192
577
$18.6K ﹤0.01%
261
+200
578
$18.4K ﹤0.01%
205
579
$18.3K ﹤0.01%
175
-20
580
$18K ﹤0.01%
56
581
$17.8K ﹤0.01%
93
582
$17.8K ﹤0.01%
+503
583
$17.7K ﹤0.01%
268
+5
584
$17.6K ﹤0.01%
96
-32
585
$17.6K ﹤0.01%
320
586
$17.6K ﹤0.01%
+980
587
$17.5K ﹤0.01%
1,022
588
$17.4K ﹤0.01%
500
589
$17.1K ﹤0.01%
1,333
590
$16.9K ﹤0.01%
75
-1
591
$16.6K ﹤0.01%
107
592
$16.6K ﹤0.01%
340
593
$16.5K ﹤0.01%
32
594
$16.5K ﹤0.01%
740
595
$16.4K ﹤0.01%
120
596
$16.4K ﹤0.01%
127
-127
597
$16.4K ﹤0.01%
100
598
$16.3K ﹤0.01%
110
599
$16.3K ﹤0.01%
170
600
$16.1K ﹤0.01%
151
-17
22 23
24
25 26