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
1101
$2.01K ﹤0.01%
70
1102
$2.01K ﹤0.01%
14
1103
$2.01K ﹤0.01%
51
1104
$2.01K ﹤0.01%
45
1105
$2K ﹤0.01%
37
1106
$2K ﹤0.01%
21
1107
$2K ﹤0.01%
5
-1
1108
$2K ﹤0.01%
22
-6
1109
$1.99K ﹤0.01%
25
1110
$1.99K ﹤0.01%
13
1111
$1.98K ﹤0.01%
141
1112
$1.98K ﹤0.01%
+70
1113
$1.98K ﹤0.01%
27
1114
$1.98K ﹤0.01%
15
1115
$1.97K ﹤0.01%
60
1116
$1.97K ﹤0.01%
68
1117
$1.97K ﹤0.01%
34
1118
$1.97K ﹤0.01%
100
1119
$1.97K ﹤0.01%
120
1120
$1.96K ﹤0.01%
30
-2
1121
$1.96K ﹤0.01%
139
1122
$1.96K ﹤0.01%
43
1123
$1.95K ﹤0.01%
37
1124
$1.95K ﹤0.01%
21
1125
$1.94K ﹤0.01%
11
43 44
45
46 47