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
826
$4.22K ﹤0.01%
+189
827
$4.12K ﹤0.01%
10
828
$4.12K ﹤0.01%
+50
829
$4.11K ﹤0.01%
20
830
$4.1K ﹤0.01%
56
-3
831
$4.09K ﹤0.01%
36
832
$4.09K ﹤0.01%
100
833
$4.05K ﹤0.01%
50
834
$4.03K ﹤0.01%
90
835
$4.02K ﹤0.01%
34
836
$4.01K ﹤0.01%
123
837
$4.01K ﹤0.01%
25
+10
838
$3.98K ﹤0.01%
38
839
$3.97K ﹤0.01%
80
840
$3.95K ﹤0.01%
+25
841
$3.93K ﹤0.01%
34
842
$3.92K ﹤0.01%
65
-29
843
$3.91K ﹤0.01%
205
844
$3.87K ﹤0.01%
9
845
$3.83K ﹤0.01%
75
846
$3.82K ﹤0.01%
100
847
$3.81K ﹤0.01%
112
848
$3.8K ﹤0.01%
55
849
$3.79K ﹤0.01%
18
850
$3.78K ﹤0.01%
38
32 33
34
35 36