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
576
$18.5K ﹤0.01%
140
577
$18.5K ﹤0.01%
3,200
-2,500
578
$18.4K ﹤0.01%
15
579
$18.4K ﹤0.01%
86
580
$18.2K ﹤0.01%
131
581
$18.2K ﹤0.01%
31
582
$18.2K ﹤0.01%
94
583
$17.9K ﹤0.01%
123
+7
584
$17.9K ﹤0.01%
33
+2
585
$17.8K ﹤0.01%
250
-600
586
$17.8K ﹤0.01%
336
+235
587
$17.7K ﹤0.01%
170
588
$17.6K ﹤0.01%
1,333
589
$17.5K ﹤0.01%
27
-11
590
$17.5K ﹤0.01%
148
591
$17.5K ﹤0.01%
272
592
$17.5K ﹤0.01%
+286
593
$17.5K ﹤0.01%
450
594
$17.2K ﹤0.01%
91
595
$17.1K ﹤0.01%
100
596
$17K ﹤0.01%
253
597
$17K ﹤0.01%
320
598
$16.8K ﹤0.01%
40
+3
599
$16.7K ﹤0.01%
261
600
$16.7K ﹤0.01%
365
22 23
24
25 26