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
776
$5.33K ﹤0.01%
182
777
$5.25K ﹤0.01%
63
-3
778
$5.22K ﹤0.01%
11
779
$5.18K ﹤0.01%
63
780
$5.16K ﹤0.01%
39
781
$5.16K ﹤0.01%
24
-1
782
$5.07K ﹤0.01%
12
783
$5.02K ﹤0.01%
57
784
$5.01K ﹤0.01%
25
785
$5.01K ﹤0.01%
13
786
$4.99K ﹤0.01%
47
787
$4.99K ﹤0.01%
30
788
$4.95K ﹤0.01%
49
789
$4.94K ﹤0.01%
85
790
$4.92K ﹤0.01%
56
791
$4.89K ﹤0.01%
26
792
$4.88K ﹤0.01%
470
793
$4.87K ﹤0.01%
+221
794
$4.85K ﹤0.01%
23
795
$4.82K ﹤0.01%
88
796
$4.81K ﹤0.01%
28
797
$4.81K ﹤0.01%
654
+573
798
$4.79K ﹤0.01%
255
799
$4.78K ﹤0.01%
156
800
$4.77K ﹤0.01%
735
30 31
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