FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4.26K ﹤0.01%
138
+20
1027
$4.25K ﹤0.01%
74
+4
1028
$4.23K ﹤0.01%
90
1029
$4.21K ﹤0.01%
176
1030
$4.21K ﹤0.01%
56
+2
1031
$4.2K ﹤0.01%
110
+5
1032
$4.2K ﹤0.01%
67
1033
$4.17K ﹤0.01%
69
-95
1034
$4.14K ﹤0.01%
65
1035
$4.12K ﹤0.01%
230
1036
$4.11K ﹤0.01%
458
1037
$4.09K ﹤0.01%
114
1038
$4.09K ﹤0.01%
35
-2
1039
$4.09K ﹤0.01%
49
+2
1040
$4.09K ﹤0.01%
120
+5
1041
$4.08K ﹤0.01%
24
-2
1042
$4.08K ﹤0.01%
141
+10
1043
$4.08K ﹤0.01%
127
+7
1044
$4.08K ﹤0.01%
50
+3
1045
$4.07K ﹤0.01%
36
+5
1046
$4.05K ﹤0.01%
50
1047
$4.04K ﹤0.01%
100
1048
$4.03K ﹤0.01%
100
1049
$4.02K ﹤0.01%
93
1050
$4.01K ﹤0.01%
180
+5
40 41
42
43 44