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
1076
$2.23K ﹤0.01%
31
-2
1077
$2.23K ﹤0.01%
60
1078
$2.23K ﹤0.01%
18
1079
$2.23K ﹤0.01%
20
1080
$2.23K ﹤0.01%
18
1081
$2.22K ﹤0.01%
35
1082
$2.22K ﹤0.01%
27
1083
$2.22K ﹤0.01%
69
1084
$2.22K ﹤0.01%
35
1085
$2.21K ﹤0.01%
19
1086
$2.21K ﹤0.01%
30
1087
$2.2K ﹤0.01%
10
1088
$2.19K ﹤0.01%
70
1089
$2.19K ﹤0.01%
19
1090
$2.19K ﹤0.01%
14
-2
1091
$2.19K ﹤0.01%
21
1092
$2.19K ﹤0.01%
35
1093
$2.18K ﹤0.01%
20
1094
$2.18K ﹤0.01%
157
1095
$2.18K ﹤0.01%
30
1096
$2.18K ﹤0.01%
31
1097
$2.17K ﹤0.01%
21
1098
$2.17K ﹤0.01%
23
1099
$2.17K ﹤0.01%
20
1100
$2.17K ﹤0.01%
50
-113
42 43
44
45 46