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
601
$12.8K ﹤0.01%
263
-109
602
$12.7K ﹤0.01%
188
603
$12.5K ﹤0.01%
142
604
$12.5K ﹤0.01%
100
605
$12.4K ﹤0.01%
29
606
$12.4K ﹤0.01%
206
607
$12.4K ﹤0.01%
110
608
$12.3K ﹤0.01%
99
609
$12.3K ﹤0.01%
89
-2
610
$12.2K ﹤0.01%
208
611
$12K ﹤0.01%
204
612
$11.9K ﹤0.01%
91
613
$11.9K ﹤0.01%
28
614
$11.8K ﹤0.01%
53
615
$11.8K ﹤0.01%
96
616
$11.8K ﹤0.01%
325
617
$11.8K ﹤0.01%
270
618
$11.7K ﹤0.01%
108
619
$11.7K ﹤0.01%
360
620
$11.6K ﹤0.01%
139
621
$11.5K ﹤0.01%
453
622
$11.5K ﹤0.01%
100
623
$11.4K ﹤0.01%
200
624
$11.4K ﹤0.01%
85
-29
625
$11.3K ﹤0.01%
104
23 24
25
26 27