FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
726
$5.72K ﹤0.01%
86
727
$5.72K ﹤0.01%
18
-7
728
$5.67K ﹤0.01%
94
729
$5.67K ﹤0.01%
66
730
$5.66K ﹤0.01%
41
731
$5.65K ﹤0.01%
30
732
$5.62K ﹤0.01%
25
733
$5.62K ﹤0.01%
55
734
$5.61K ﹤0.01%
75
735
$5.59K ﹤0.01%
57
736
$5.57K ﹤0.01%
24
737
$5.53K ﹤0.01%
470
738
$5.52K ﹤0.01%
107
739
$5.51K ﹤0.01%
+124
740
$5.48K ﹤0.01%
25
741
$5.37K ﹤0.01%
191
742
$5.34K ﹤0.01%
255
743
$5.3K ﹤0.01%
80
744
$5.26K ﹤0.01%
50
745
$5.21K ﹤0.01%
27
-2
746
$5.19K ﹤0.01%
100
747
$5.17K ﹤0.01%
85
748
$5.1K ﹤0.01%
182
749
$5.04K ﹤0.01%
145
750
$5.04K ﹤0.01%
88
28 29
30
31 32