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
926
$2.96K ﹤0.01%
15
-12
927
$2.95K ﹤0.01%
65
928
$2.94K ﹤0.01%
14
929
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70
930
$2.93K ﹤0.01%
26
931
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25
932
$2.91K ﹤0.01%
34
-57
933
$2.9K ﹤0.01%
15
934
$2.9K ﹤0.01%
45
935
$2.9K ﹤0.01%
75
936
$2.9K ﹤0.01%
30
937
$2.89K ﹤0.01%
15
938
$2.89K ﹤0.01%
360
939
$2.89K ﹤0.01%
83
-216
940
$2.88K ﹤0.01%
75
941
$2.87K ﹤0.01%
20
942
$2.86K ﹤0.01%
50
+10
943
$2.84K ﹤0.01%
127
944
$2.84K ﹤0.01%
21
945
$2.83K ﹤0.01%
67
-83
946
$2.83K ﹤0.01%
1,040
947
$2.83K ﹤0.01%
106
948
$2.82K ﹤0.01%
18
-48
949
$2.82K ﹤0.01%
48
950
$2.81K ﹤0.01%
20
36 37
38
39 40