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
626
$11.2K ﹤0.01%
59
627
$11.2K ﹤0.01%
131
628
$11.2K ﹤0.01%
190
629
$11.1K ﹤0.01%
154
630
$11.1K ﹤0.01%
108
631
$11K ﹤0.01%
91
632
$11K ﹤0.01%
530
633
$10.9K ﹤0.01%
27
634
$10.8K ﹤0.01%
44
635
$10.7K ﹤0.01%
27
636
$10.6K ﹤0.01%
52
637
$10.6K ﹤0.01%
264
-8
638
$10.5K ﹤0.01%
111
+27
639
$10.4K ﹤0.01%
75
640
$10.3K ﹤0.01%
78
641
$10.2K ﹤0.01%
34
642
$10.2K ﹤0.01%
37
643
$10.2K ﹤0.01%
158
644
$10.1K ﹤0.01%
640
645
$10.1K ﹤0.01%
115
646
$10K ﹤0.01%
53
647
$10K ﹤0.01%
188
648
$9.86K ﹤0.01%
1,000
649
$9.84K ﹤0.01%
93
650
$9.83K ﹤0.01%
252
24 25
26
27 28