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
1026
$2.41K ﹤0.01%
57
1027
$2.4K ﹤0.01%
110
1028
$2.39K ﹤0.01%
72
1029
$2.38K ﹤0.01%
60
1030
$2.37K ﹤0.01%
190
1031
$2.37K ﹤0.01%
41
1032
$2.37K ﹤0.01%
43
1033
$2.37K ﹤0.01%
56
1034
$2.36K ﹤0.01%
14
1035
$2.36K ﹤0.01%
42
-4
1036
$2.34K ﹤0.01%
20
1037
$2.34K ﹤0.01%
14
1038
$2.33K ﹤0.01%
165
1039
$2.33K ﹤0.01%
33
1040
$2.32K ﹤0.01%
23
1041
$2.32K ﹤0.01%
18
-1
1042
$2.31K ﹤0.01%
103
1043
$2.31K ﹤0.01%
21
1044
$2.31K ﹤0.01%
22
1045
$2.31K ﹤0.01%
71
1046
$2.29K ﹤0.01%
40
1047
$2.28K ﹤0.01%
16
-2
1048
$2.28K ﹤0.01%
251
1049
$2.27K ﹤0.01%
69
1050
$2.27K ﹤0.01%
27
40 41
42
43 44