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
851
$3.77K ﹤0.01%
44
852
$3.77K ﹤0.01%
45
853
$3.76K ﹤0.01%
8
854
$3.73K ﹤0.01%
100
-4
855
$3.73K ﹤0.01%
20
856
$3.73K ﹤0.01%
34
857
$3.72K ﹤0.01%
50
858
$3.72K ﹤0.01%
100
859
$3.7K ﹤0.01%
43
860
$3.69K ﹤0.01%
247
861
$3.67K ﹤0.01%
+5
862
$3.66K ﹤0.01%
82
863
$3.65K ﹤0.01%
45
-5
864
$3.65K ﹤0.01%
27
865
$3.65K ﹤0.01%
25
866
$3.62K ﹤0.01%
10
867
$3.62K ﹤0.01%
50
868
$3.58K ﹤0.01%
65
869
$3.57K ﹤0.01%
90
870
$3.57K ﹤0.01%
18
-1
871
$3.56K ﹤0.01%
81
-23
872
$3.56K ﹤0.01%
+1,058
873
$3.55K ﹤0.01%
29
874
$3.55K ﹤0.01%
225
-10
875
$3.53K ﹤0.01%
42
-4
33 34
35
36 37