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
951
$2.93K ﹤0.01%
38
952
$2.92K ﹤0.01%
38
953
$2.92K ﹤0.01%
111
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954
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955
$2.91K ﹤0.01%
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-2
956
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957
$2.9K ﹤0.01%
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$2.9K ﹤0.01%
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959
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-46
960
$2.9K ﹤0.01%
25
961
$2.89K ﹤0.01%
125
-7
962
$2.88K ﹤0.01%
27
963
$2.88K ﹤0.01%
16
964
$2.87K ﹤0.01%
24
-2
965
$2.87K ﹤0.01%
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966
$2.87K ﹤0.01%
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-1
967
$2.86K ﹤0.01%
+30
968
$2.85K ﹤0.01%
60
-469
969
$2.85K ﹤0.01%
72
970
$2.85K ﹤0.01%
44
971
$2.83K ﹤0.01%
26
972
$2.83K ﹤0.01%
52
-264
973
$2.81K ﹤0.01%
15
974
$2.8K ﹤0.01%
191
-64
975
$2.79K ﹤0.01%
75
37 38
39
40 41