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
951
$2.81K ﹤0.01%
46
952
$2.8K ﹤0.01%
47
953
$2.8K ﹤0.01%
16
954
$2.79K ﹤0.01%
25
955
$2.78K ﹤0.01%
233
956
$2.78K ﹤0.01%
45
-15
957
$2.76K ﹤0.01%
231
-26
958
$2.75K ﹤0.01%
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959
$2.73K ﹤0.01%
44
960
$2.73K ﹤0.01%
25
-2
961
$2.73K ﹤0.01%
28
962
$2.71K ﹤0.01%
100
963
$2.71K ﹤0.01%
26
964
$2.7K ﹤0.01%
23
965
$2.7K ﹤0.01%
24
966
$2.7K ﹤0.01%
20
-50
967
$2.68K ﹤0.01%
16
968
$2.67K ﹤0.01%
448
969
$2.66K ﹤0.01%
31
970
$2.65K ﹤0.01%
74
971
$2.65K ﹤0.01%
26
972
$2.65K ﹤0.01%
8
973
$2.64K ﹤0.01%
18
974
$2.64K ﹤0.01%
78
975
$2.63K ﹤0.01%
49
37 38
39
40 41