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
1051
$2.27K ﹤0.01%
50
1052
$2.26K ﹤0.01%
34
1053
$2.24K ﹤0.01%
130
1054
$2.24K ﹤0.01%
24
1055
$2.23K ﹤0.01%
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1056
$2.23K ﹤0.01%
70
1057
$2.23K ﹤0.01%
46
1058
$2.21K ﹤0.01%
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1059
$2.21K ﹤0.01%
75
1060
$2.21K ﹤0.01%
12
1061
$2.2K ﹤0.01%
31
1062
$2.19K ﹤0.01%
69
1063
$2.19K ﹤0.01%
157
1064
$2.19K ﹤0.01%
36
1065
$2.18K ﹤0.01%
65
1066
$2.18K ﹤0.01%
16
1067
$2.18K ﹤0.01%
125
1068
$2.17K ﹤0.01%
17
1069
$2.16K ﹤0.01%
18
-1
1070
$2.15K ﹤0.01%
19
1071
$2.15K ﹤0.01%
40
1072
$2.14K ﹤0.01%
16
1073
$2.14K ﹤0.01%
22
1074
$2.14K ﹤0.01%
+40
1075
$2.13K ﹤0.01%
22
41 42
43
44 45