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
826
$3.8K ﹤0.01%
100
827
$3.76K ﹤0.01%
14
828
$3.75K ﹤0.01%
80
829
$3.75K ﹤0.01%
92
830
$3.73K ﹤0.01%
42
831
$3.7K ﹤0.01%
170
-204
832
$3.7K ﹤0.01%
23
833
$3.69K ﹤0.01%
18
834
$3.68K ﹤0.01%
110
835
$3.68K ﹤0.01%
+100
836
$3.67K ﹤0.01%
65
837
$3.66K ﹤0.01%
49
838
$3.65K ﹤0.01%
85
+25
839
$3.65K ﹤0.01%
90
840
$3.64K ﹤0.01%
112
841
$3.63K ﹤0.01%
44
842
$3.62K ﹤0.01%
20
843
$3.62K ﹤0.01%
235
844
$3.62K ﹤0.01%
105
845
$3.61K ﹤0.01%
30
846
$3.61K ﹤0.01%
12
847
$3.6K ﹤0.01%
475
848
$3.6K ﹤0.01%
46
849
$3.6K ﹤0.01%
25
850
$3.6K ﹤0.01%
64
-412
32 33
34
35 36