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
701
$6.65K ﹤0.01%
19
702
$6.62K ﹤0.01%
87
703
$6.6K ﹤0.01%
311
-132
704
$6.56K ﹤0.01%
+160
705
$6.54K ﹤0.01%
70
706
$6.54K ﹤0.01%
18
707
$6.51K ﹤0.01%
26
708
$6.43K ﹤0.01%
11
709
$6.42K ﹤0.01%
54
710
$6.34K ﹤0.01%
38
711
$6.24K ﹤0.01%
+120
712
$6.17K ﹤0.01%
31
713
$6.09K ﹤0.01%
137
714
$6.06K ﹤0.01%
60
-120
715
$6.05K ﹤0.01%
14
716
$6.01K ﹤0.01%
32
717
$5.99K ﹤0.01%
390
718
$5.9K ﹤0.01%
43
719
$5.88K ﹤0.01%
90
720
$5.88K ﹤0.01%
23
721
$5.86K ﹤0.01%
49
+8
722
$5.77K ﹤0.01%
105
723
$5.75K ﹤0.01%
76
724
$5.74K ﹤0.01%
47
725
$5.73K ﹤0.01%
13
27 28
29
30 31