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
1001
$2.54K ﹤0.01%
29
1002
$2.53K ﹤0.01%
10
1003
$2.52K ﹤0.01%
36
-35
1004
$2.52K ﹤0.01%
34
1005
$2.52K ﹤0.01%
63
1006
$2.51K ﹤0.01%
33
1007
$2.5K ﹤0.01%
49
1008
$2.5K ﹤0.01%
38
1009
$2.5K ﹤0.01%
100
1010
$2.49K ﹤0.01%
140
1011
$2.49K ﹤0.01%
55
1012
$2.48K ﹤0.01%
26
1013
$2.47K ﹤0.01%
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1014
$2.46K ﹤0.01%
49
1015
$2.45K ﹤0.01%
100
1016
$2.44K ﹤0.01%
19
1017
$2.43K ﹤0.01%
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1018
$2.43K ﹤0.01%
100
1019
$2.43K ﹤0.01%
34
1020
$2.42K ﹤0.01%
15
1021
$2.42K ﹤0.01%
10
1022
$2.42K ﹤0.01%
28
1023
$2.42K ﹤0.01%
121
1024
$2.41K ﹤0.01%
148
1025
$2.41K ﹤0.01%
14
39 40
41
42 43