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
676
$8.23K ﹤0.01%
48
677
$8.22K ﹤0.01%
82
678
$8.17K ﹤0.01%
500
679
$8.16K ﹤0.01%
28
680
$8.02K ﹤0.01%
24
681
$8.02K ﹤0.01%
247
682
$7.98K ﹤0.01%
76
683
$7.95K ﹤0.01%
424
+69
684
$7.92K ﹤0.01%
105
685
$7.83K ﹤0.01%
590
-344
686
$7.77K ﹤0.01%
41
687
$7.76K ﹤0.01%
38
688
$7.69K ﹤0.01%
86
689
$7.67K ﹤0.01%
117
690
$7.59K ﹤0.01%
37
691
$7.38K ﹤0.01%
75
692
$7.33K ﹤0.01%
63
693
$7.14K ﹤0.01%
191
694
$7.07K ﹤0.01%
163
+28
695
$7.06K ﹤0.01%
105
696
$6.92K ﹤0.01%
250
697
$6.88K ﹤0.01%
58
698
$6.74K ﹤0.01%
7
699
$6.72K ﹤0.01%
111
-6
700
$6.71K ﹤0.01%
145
26 27
28
29 30