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
1026
$2.48K ﹤0.01%
49
1027
$2.47K ﹤0.01%
9
-200
1028
$2.47K ﹤0.01%
190
1029
$2.46K ﹤0.01%
25
1030
$2.46K ﹤0.01%
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1031
$2.46K ﹤0.01%
448
1032
$2.45K ﹤0.01%
25
1033
$2.45K ﹤0.01%
130
-18
1034
$2.45K ﹤0.01%
28
1035
$2.45K ﹤0.01%
37
-4
1036
$2.45K ﹤0.01%
50
1037
$2.44K ﹤0.01%
44
1038
$2.44K ﹤0.01%
43
1039
$2.43K ﹤0.01%
20
1040
$2.43K ﹤0.01%
16
1041
$2.43K ﹤0.01%
9
+4
1042
$2.43K ﹤0.01%
66
1043
$2.42K ﹤0.01%
38
1044
$2.41K ﹤0.01%
233
1045
$2.41K ﹤0.01%
100
1046
$2.4K ﹤0.01%
120
1047
$2.39K ﹤0.01%
34
1048
$2.38K ﹤0.01%
12
1049
$2.37K ﹤0.01%
18
1050
$2.37K ﹤0.01%
56
40 41
42
43 44