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
651
$12.1K ﹤0.01%
170
-200
652
$12K ﹤0.01%
44
653
$11.7K ﹤0.01%
325
654
$11.7K ﹤0.01%
99
655
$11.6K ﹤0.01%
100
656
$11.6K ﹤0.01%
48
657
$11.6K ﹤0.01%
53
658
$11.5K ﹤0.01%
+800
659
$11.4K ﹤0.01%
360
660
$11.3K ﹤0.01%
29
661
$11.2K ﹤0.01%
280
+200
662
$11.2K ﹤0.01%
600
+100
663
$11.2K ﹤0.01%
453
664
$11.2K ﹤0.01%
89
665
$11.2K ﹤0.01%
96
-192
666
$11.2K ﹤0.01%
272
667
$11.2K ﹤0.01%
468
668
$11.2K ﹤0.01%
142
669
$11.1K ﹤0.01%
167
670
$11.1K ﹤0.01%
78
671
$11.1K ﹤0.01%
104
672
$10.9K ﹤0.01%
252
673
$10.9K ﹤0.01%
54
674
$10.9K ﹤0.01%
190
675
$10.8K ﹤0.01%
78
-2
25 26
27
28 29