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
801
$4.69K ﹤0.01%
21
802
$4.69K ﹤0.01%
100
803
$4.67K ﹤0.01%
145
804
$4.62K ﹤0.01%
107
805
$4.58K ﹤0.01%
37
-3
806
$4.56K ﹤0.01%
15
-3
807
$4.56K ﹤0.01%
70
808
$4.54K ﹤0.01%
38
809
$4.52K ﹤0.01%
20
810
$4.52K ﹤0.01%
100
811
$4.5K ﹤0.01%
110
812
$4.45K ﹤0.01%
90
813
$4.43K ﹤0.01%
31
814
$4.43K ﹤0.01%
54
815
$4.42K ﹤0.01%
390
816
$4.41K ﹤0.01%
31
817
$4.39K ﹤0.01%
20
818
$4.36K ﹤0.01%
25
-1
819
$4.34K ﹤0.01%
23
820
$4.34K ﹤0.01%
16
821
$4.32K ﹤0.01%
50
822
$4.3K ﹤0.01%
65
823
$4.27K ﹤0.01%
75
-3
824
$4.27K ﹤0.01%
191
825
$4.24K ﹤0.01%
80
31 32
33
34 35