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
851
$3.59K ﹤0.01%
35
852
$3.58K ﹤0.01%
53
-5
853
$3.57K ﹤0.01%
16
854
$3.57K ﹤0.01%
38
-2
855
$3.57K ﹤0.01%
123
856
$3.56K ﹤0.01%
23
-1
857
$3.55K ﹤0.01%
70
858
$3.54K ﹤0.01%
14
859
$3.52K ﹤0.01%
19
-1
860
$3.51K ﹤0.01%
110
+30
861
$3.5K ﹤0.01%
186
-901
862
$3.49K ﹤0.01%
28
863
$3.48K ﹤0.01%
24
864
$3.46K ﹤0.01%
26
865
$3.46K ﹤0.01%
75
+15
866
$3.44K ﹤0.01%
28
867
$3.44K ﹤0.01%
57
868
$3.44K ﹤0.01%
54
869
$3.42K ﹤0.01%
80
870
$3.42K ﹤0.01%
19
871
$3.41K ﹤0.01%
9
872
$3.38K ﹤0.01%
173
873
$3.37K ﹤0.01%
55
874
$3.36K ﹤0.01%
115
875
$3.35K ﹤0.01%
27
+2
33 34
35
36 37