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
1076
$2.13K ﹤0.01%
81
1077
$2.13K ﹤0.01%
23
1078
$2.13K ﹤0.01%
30
+15
1079
$2.13K ﹤0.01%
19
-220
1080
$2.12K ﹤0.01%
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1081
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42
1082
$2.11K ﹤0.01%
62
1083
$2.1K ﹤0.01%
20
1084
$2.09K ﹤0.01%
105
1085
$2.09K ﹤0.01%
6
1086
$2.09K ﹤0.01%
85
1087
$2.08K ﹤0.01%
+80
1088
$2.07K ﹤0.01%
30
-2
1089
$2.07K ﹤0.01%
20
1090
$2.06K ﹤0.01%
45
1091
$2.06K ﹤0.01%
95
1092
$2.06K ﹤0.01%
320
-35
1093
$2.05K ﹤0.01%
10
1094
$2.04K ﹤0.01%
116
1095
$2.03K ﹤0.01%
20
1096
$2.03K ﹤0.01%
22
1097
$2.03K ﹤0.01%
21
1098
$2.02K ﹤0.01%
19
1099
$2.02K ﹤0.01%
82
1100
$2.01K ﹤0.01%
24
42 43
44
45 46