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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
801
$4.12K ﹤0.01%
45
802
$4.1K ﹤0.01%
247
803
$4.09K ﹤0.01%
16
804
$4.08K ﹤0.01%
15
805
$4.06K ﹤0.01%
110
806
$4.05K ﹤0.01%
46
807
$4.04K ﹤0.01%
10
808
$4.04K ﹤0.01%
205
809
$4.03K ﹤0.01%
20
810
$4.03K ﹤0.01%
75
811
$4.02K ﹤0.01%
10
812
$4.01K ﹤0.01%
26
813
$3.99K ﹤0.01%
80
-7
814
$3.96K ﹤0.01%
50
815
$3.94K ﹤0.01%
34
816
$3.9K ﹤0.01%
20
817
$3.9K ﹤0.01%
50
818
$3.88K ﹤0.01%
38
819
$3.86K ﹤0.01%
68
820
$3.86K ﹤0.01%
21
821
$3.85K ﹤0.01%
104
822
$3.85K ﹤0.01%
6
823
$3.85K ﹤0.01%
27
824
$3.82K ﹤0.01%
28
-2
825
$3.82K ﹤0.01%
31
31 32
33
34 35