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
926
$3.14K ﹤0.01%
24
927
$3.1K ﹤0.01%
27
928
$3.09K ﹤0.01%
+65
929
$3.09K ﹤0.01%
51
-5
930
$3.06K ﹤0.01%
27
931
$3.06K ﹤0.01%
92
932
$3.05K ﹤0.01%
70
933
$3.04K ﹤0.01%
14
-1
934
$3.04K ﹤0.01%
57
935
$3.03K ﹤0.01%
90
936
$3.03K ﹤0.01%
135
937
$3.03K ﹤0.01%
28
938
$3.03K ﹤0.01%
12
939
$3.02K ﹤0.01%
18
940
$3.02K ﹤0.01%
14
941
$3.01K ﹤0.01%
115
942
$3.01K ﹤0.01%
250
943
$2.99K ﹤0.01%
62
944
$2.98K ﹤0.01%
75
-3
945
$2.97K ﹤0.01%
52
946
$2.97K ﹤0.01%
30
-3
947
$2.96K ﹤0.01%
13
-1
948
$2.94K ﹤0.01%
106
949
$2.94K ﹤0.01%
23
950
$2.93K ﹤0.01%
140
36 37
38
39 40