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
701
$9.05K ﹤0.01%
47
-5
702
$8.96K ﹤0.01%
+200
703
$8.84K ﹤0.01%
158
704
$8.72K ﹤0.01%
93
705
$8.71K ﹤0.01%
94
706
$8.7K ﹤0.01%
80
-5
707
$8.57K ﹤0.01%
488
708
$8.4K ﹤0.01%
117
709
$8.35K ﹤0.01%
180
710
$8.3K ﹤0.01%
27
711
$8.27K ﹤0.01%
425
712
$8.18K ﹤0.01%
75
713
$8.13K ﹤0.01%
49
714
$8.1K ﹤0.01%
20
-1
715
$8.08K ﹤0.01%
265
716
$8.04K ﹤0.01%
105
717
$8.03K ﹤0.01%
82
718
$7.99K ﹤0.01%
109
719
$7.97K ﹤0.01%
76
720
$7.89K ﹤0.01%
34
721
$7.86K ﹤0.01%
191
722
$7.82K ﹤0.01%
+205
723
$7.82K ﹤0.01%
188
724
$7.71K ﹤0.01%
120
725
$7.68K ﹤0.01%
+185
27 28
29
30 31