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
776
$4.54K ﹤0.01%
38
777
$4.53K ﹤0.01%
61
778
$4.52K ﹤0.01%
100
779
$4.51K ﹤0.01%
23
-14
780
$4.51K ﹤0.01%
70
781
$4.49K ﹤0.01%
45
782
$4.46K ﹤0.01%
57
783
$4.44K ﹤0.01%
155
784
$4.41K ﹤0.01%
104
785
$4.4K ﹤0.01%
12
-1
786
$4.39K ﹤0.01%
35
-3
787
$4.39K ﹤0.01%
50
788
$4.37K ﹤0.01%
150
789
$4.37K ﹤0.01%
19
790
$4.36K ﹤0.01%
156
791
$4.33K ﹤0.01%
28
792
$4.32K ﹤0.01%
80
793
$4.28K ﹤0.01%
18
794
$4.24K ﹤0.01%
56
795
$4.21K ﹤0.01%
78
796
$4.18K ﹤0.01%
90
797
$4.17K ﹤0.01%
23
798
$4.14K ﹤0.01%
27
-1
799
$4.14K ﹤0.01%
16
800
$4.13K ﹤0.01%
82
30 31
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