FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
876
$3.35K ﹤0.01%
8
877
$3.35K ﹤0.01%
21
878
$3.35K ﹤0.01%
29
879
$3.34K ﹤0.01%
15
880
$3.33K ﹤0.01%
45
881
$3.32K ﹤0.01%
27
882
$3.32K ﹤0.01%
38
-7
883
$3.3K ﹤0.01%
92
884
$3.3K ﹤0.01%
14
-1
885
$3.29K ﹤0.01%
27
886
$3.27K ﹤0.01%
49
887
$3.26K ﹤0.01%
43
888
$3.25K ﹤0.01%
90
-10
889
$3.25K ﹤0.01%
27
890
$3.24K ﹤0.01%
250
891
$3.24K ﹤0.01%
20
892
$3.23K ﹤0.01%
105
893
$3.21K ﹤0.01%
18
894
$3.21K ﹤0.01%
34
895
$3.2K ﹤0.01%
135
896
$3.2K ﹤0.01%
32
897
$3.2K ﹤0.01%
101
898
$3.18K ﹤0.01%
75
899
$3.16K ﹤0.01%
90
900
$3.16K ﹤0.01%
44
34 35
36
37 38