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
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9.84K ﹤0.01%
435
+20
752
$9.83K ﹤0.01%
162
+10
753
$9.82K ﹤0.01%
60
+3
754
$9.66K ﹤0.01%
100
+5
755
$9.63K ﹤0.01%
47
756
$9.61K ﹤0.01%
95
+5
757
$9.6K ﹤0.01%
475
+15
758
$9.57K ﹤0.01%
88
+4
759
$9.49K ﹤0.01%
223
760
$9.46K ﹤0.01%
78
761
$9.46K ﹤0.01%
27
762
$9.44K ﹤0.01%
58
763
$9.38K ﹤0.01%
24
764
$9.35K ﹤0.01%
152
-80
765
$9.31K ﹤0.01%
127
+11
766
$9.3K ﹤0.01%
56
+2
767
$9.29K ﹤0.01%
425
768
$9.18K ﹤0.01%
75
+2
769
$9.17K ﹤0.01%
222
-15
770
$9.09K ﹤0.01%
45
771
$9.09K ﹤0.01%
225
+15
772
$9.04K ﹤0.01%
272
+15
773
$9.03K ﹤0.01%
44
+2
774
$9.02K ﹤0.01%
530
775
$9.01K ﹤0.01%
63
29 30
31
32 33