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
751
$5.01K ﹤0.01%
100
752
$5K ﹤0.01%
49
753
$5K ﹤0.01%
+37
754
$4.99K ﹤0.01%
76
755
$4.98K ﹤0.01%
40
756
$4.94K ﹤0.01%
21
757
$4.93K ﹤0.01%
575
758
$4.93K ﹤0.01%
38
759
$4.92K ﹤0.01%
39
760
$4.89K ﹤0.01%
59
761
$4.88K ﹤0.01%
15
762
$4.86K ﹤0.01%
27
763
$4.85K ﹤0.01%
65
764
$4.81K ﹤0.01%
26
765
$4.78K ﹤0.01%
90
+10
766
$4.78K ﹤0.01%
255
767
$4.77K ﹤0.01%
78
768
$4.73K ﹤0.01%
25
769
$4.72K ﹤0.01%
9
770
$4.71K ﹤0.01%
36
771
$4.68K ﹤0.01%
735
772
$4.67K ﹤0.01%
59
773
$4.66K ﹤0.01%
205
-10
774
$4.59K ﹤0.01%
54
775
$4.54K ﹤0.01%
+100
29 30
31
32 33