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
726
$7.67K ﹤0.01%
87
727
$7.64K ﹤0.01%
390
-34
728
$7.62K ﹤0.01%
178
729
$7.44K ﹤0.01%
63
730
$7.36K ﹤0.01%
7
731
$7.34K ﹤0.01%
52
732
$7.27K ﹤0.01%
22
+4
733
$7.2K ﹤0.01%
250
734
$7.11K ﹤0.01%
+351
735
$7.08K ﹤0.01%
296
-81
736
$7.08K ﹤0.01%
145
737
$7.06K ﹤0.01%
41
738
$7.06K ﹤0.01%
+145
739
$7.03K ﹤0.01%
86
740
$6.96K ﹤0.01%
37
741
$6.94K ﹤0.01%
19
742
$6.9K ﹤0.01%
111
743
$6.85K ﹤0.01%
24
744
$6.73K ﹤0.01%
72
+27
745
$6.49K ﹤0.01%
14
746
$6.41K ﹤0.01%
26
747
$6.4K ﹤0.01%
31
748
$6.32K ﹤0.01%
214
+185
749
$6.29K ﹤0.01%
31
-7
750
$6.19K ﹤0.01%
137
28 29
30
31 32