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
1101
$2.16K ﹤0.01%
27
-2
1102
$2.16K ﹤0.01%
20
1103
$2.16K ﹤0.01%
13
-1
1104
$2.15K ﹤0.01%
125
1105
$2.15K ﹤0.01%
23
1106
$2.15K ﹤0.01%
34
1107
$2.13K ﹤0.01%
55
1108
$2.13K ﹤0.01%
34
1109
$2.13K ﹤0.01%
95
1110
$2.12K ﹤0.01%
116
1111
$2.12K ﹤0.01%
16
1112
$2.12K ﹤0.01%
20
1113
$2.12K ﹤0.01%
80
+10
1114
$2.12K ﹤0.01%
37
1115
$2.11K ﹤0.01%
32
1116
$2.11K ﹤0.01%
110
-11
1117
$2.11K ﹤0.01%
65
1118
$2.09K ﹤0.01%
80
1119
$2.09K ﹤0.01%
+10
1120
$2.08K ﹤0.01%
41
1121
$2.08K ﹤0.01%
22
1122
$2.08K ﹤0.01%
141
1123
$2.07K ﹤0.01%
45
1124
$2.07K ﹤0.01%
90
-60
1125
$2.07K ﹤0.01%
42
43 44
45
46 47