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
651
$9.82K ﹤0.01%
265
652
$9.49K ﹤0.01%
109
653
$9.49K ﹤0.01%
100
654
$9.4K ﹤0.01%
135
655
$9.4K ﹤0.01%
218
656
$9.4K ﹤0.01%
165
657
$9.34K ﹤0.01%
163
658
$9.34K ﹤0.01%
195
659
$9.33K ﹤0.01%
34
660
$9.26K ﹤0.01%
150
661
$9.25K ﹤0.01%
265
662
$8.94K ﹤0.01%
377
-216
663
$8.92K ﹤0.01%
94
664
$8.83K ﹤0.01%
394
665
$8.8K ﹤0.01%
150
666
$8.75K ﹤0.01%
488
667
$8.51K ﹤0.01%
49
668
$8.49K ﹤0.01%
63
669
$8.48K ﹤0.01%
180
670
$8.45K ﹤0.01%
178
671
$8.4K ﹤0.01%
31
672
$8.38K ﹤0.01%
754
673
$8.33K ﹤0.01%
425
674
$8.26K ﹤0.01%
52
675
$8.23K ﹤0.01%
21