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
676
$10.8K ﹤0.01%
754
677
$10.8K ﹤0.01%
100
678
$10.8K ﹤0.01%
59
679
$10.7K ﹤0.01%
+108
680
$10.7K ﹤0.01%
204
681
$10.3K ﹤0.01%
150
682
$10.3K ﹤0.01%
27
683
$10.3K ﹤0.01%
115
684
$10K ﹤0.01%
131
685
$10K ﹤0.01%
165
686
$9.99K ﹤0.01%
200
687
$9.94K ﹤0.01%
153
-40
688
$9.93K ﹤0.01%
134
-5
689
$9.84K ﹤0.01%
394
690
$9.81K ﹤0.01%
208
691
$9.8K ﹤0.01%
265
692
$9.73K ﹤0.01%
108
693
$9.69K ﹤0.01%
48
694
$9.53K ﹤0.01%
530
695
$9.49K ﹤0.01%
195
696
$9.42K ﹤0.01%
53
697
$9.4K ﹤0.01%
163
698
$9.18K ﹤0.01%
1,000
699
$9.09K ﹤0.01%
640
700
$9.07K ﹤0.01%
91