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
901
$3.37K ﹤0.01%
59
902
$3.33K ﹤0.01%
45
903
$3.33K ﹤0.01%
16
904
$3.33K ﹤0.01%
35
905
$3.32K ﹤0.01%
27
-1
906
$3.31K ﹤0.01%
57
+20
907
$3.31K ﹤0.01%
14
908
$3.31K ﹤0.01%
61
909
$3.31K ﹤0.01%
57
910
$3.29K ﹤0.01%
16
911
$3.29K ﹤0.01%
173
912
$3.28K ﹤0.01%
38
913
$3.27K ﹤0.01%
23
-2
914
$3.27K ﹤0.01%
+123
915
$3.25K ﹤0.01%
6
916
$3.25K ﹤0.01%
105
917
$3.23K ﹤0.01%
19
918
$3.22K ﹤0.01%
68
919
$3.22K ﹤0.01%
27
920
$3.21K ﹤0.01%
30
921
$3.2K ﹤0.01%
45
922
$3.2K ﹤0.01%
475
923
$3.19K ﹤0.01%
18
924
$3.18K ﹤0.01%
19
-2
925
$3.15K ﹤0.01%
205
35 36
37
38 39