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
751
$6.16K ﹤0.01%
264
752
$6.16K ﹤0.01%
+113
753
$6.09K ﹤0.01%
+222
754
$6.08K ﹤0.01%
35
-3
755
$6.05K ﹤0.01%
19
756
$5.96K ﹤0.01%
43
-32
757
$5.94K ﹤0.01%
311
758
$5.92K ﹤0.01%
160
759
$5.88K ﹤0.01%
24
-1
760
$5.87K ﹤0.01%
33
-2
761
$5.76K ﹤0.01%
24
762
$5.74K ﹤0.01%
459
-131
763
$5.73K ﹤0.01%
75
764
$5.64K ﹤0.01%
41
765
$5.6K ﹤0.01%
32
766
$5.6K ﹤0.01%
52
-2
767
$5.58K ﹤0.01%
86
768
$5.55K ﹤0.01%
70
769
$5.54K ﹤0.01%
27
770
$5.54K ﹤0.01%
78
771
$5.54K ﹤0.01%
90
772
$5.5K ﹤0.01%
100
773
$5.5K ﹤0.01%
55
774
$5.34K ﹤0.01%
+500
775
$5.34K ﹤0.01%
105
29 30
31
32 33