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
601
$16K ﹤0.01%
81
602
$15.8K ﹤0.01%
560
+100
603
$15.8K ﹤0.01%
228
604
$15.7K ﹤0.01%
171
+60
605
$15.6K ﹤0.01%
177
-54
606
$15.5K ﹤0.01%
140
607
$15.5K ﹤0.01%
145
-2
608
$15.4K ﹤0.01%
140
-9
609
$15.2K ﹤0.01%
284
610
$15.1K ﹤0.01%
64
-13
611
$15K ﹤0.01%
121
612
$14.9K ﹤0.01%
445
-3
613
$14.9K ﹤0.01%
170
614
$14.8K ﹤0.01%
535
615
$14.8K ﹤0.01%
411
616
$14.5K ﹤0.01%
+257
617
$14.5K ﹤0.01%
50
618
$14.5K ﹤0.01%
+389
619
$14.5K ﹤0.01%
152
620
$14.4K ﹤0.01%
+54
621
$14.3K ﹤0.01%
505
622
$14.3K ﹤0.01%
65
623
$14.3K ﹤0.01%
57
+6
624
$14.3K ﹤0.01%
166
625
$14.2K ﹤0.01%
183
-5
23 24
25
26 27