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
901
$3.15K ﹤0.01%
27
902
$3.15K ﹤0.01%
12
903
$3.11K ﹤0.01%
24
904
$3.1K ﹤0.01%
38
905
$3.1K ﹤0.01%
120
906
$3.1K ﹤0.01%
132
907
$3.09K ﹤0.01%
18
908
$3.09K ﹤0.01%
39
909
$3.09K ﹤0.01%
70
910
$3.08K ﹤0.01%
16
911
$3.07K ﹤0.01%
52
912
$3.07K ﹤0.01%
66
913
$3.07K ﹤0.01%
62
914
$3.05K ﹤0.01%
33
915
$3.04K ﹤0.01%
46
916
$3.04K ﹤0.01%
40
917
$3.03K ﹤0.01%
18
918
$3.03K ﹤0.01%
50
919
$3.03K ﹤0.01%
38
920
$3K ﹤0.01%
61
-5
921
$2.99K ﹤0.01%
28
922
$2.98K ﹤0.01%
69
923
$2.98K ﹤0.01%
35
-190
924
$2.98K ﹤0.01%
80
+20
925
$2.96K ﹤0.01%
18
35 36
37
38 39