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
876
$3.53K ﹤0.01%
69
877
$3.52K ﹤0.01%
105
878
$3.51K ﹤0.01%
75
879
$3.51K ﹤0.01%
49
880
$3.48K ﹤0.01%
70
881
$3.48K ﹤0.01%
92
882
$3.48K ﹤0.01%
12
883
$3.48K ﹤0.01%
+100
884
$3.47K ﹤0.01%
9
885
$3.46K ﹤0.01%
54
886
$3.46K ﹤0.01%
101
887
$3.46K ﹤0.01%
80
888
$3.45K ﹤0.01%
42
889
$3.45K ﹤0.01%
+97
890
$3.43K ﹤0.01%
85
891
$3.42K ﹤0.01%
110
892
$3.42K ﹤0.01%
110
893
$3.41K ﹤0.01%
80
894
$3.4K ﹤0.01%
26
895
$3.39K ﹤0.01%
75
896
$3.39K ﹤0.01%
124
-31
897
$3.39K ﹤0.01%
22
-1
898
$3.38K ﹤0.01%
14
899
$3.38K ﹤0.01%
27
900
$3.38K ﹤0.01%
20
34 35
36
37 38