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
1126
$1.94K ﹤0.01%
+80
1127
$1.94K ﹤0.01%
43
1128
$1.94K ﹤0.01%
215
1129
$1.93K ﹤0.01%
20
1130
$1.93K ﹤0.01%
18
1131
$1.92K ﹤0.01%
48
1132
$1.91K ﹤0.01%
20
1133
$1.91K ﹤0.01%
115
1134
$1.91K ﹤0.01%
11
1135
$1.91K ﹤0.01%
167
1136
$1.9K ﹤0.01%
3
1137
$1.9K ﹤0.01%
80
1138
$1.9K ﹤0.01%
32
1139
$1.89K ﹤0.01%
54
1140
$1.89K ﹤0.01%
48
1141
$1.88K ﹤0.01%
38
1142
$1.88K ﹤0.01%
30
1143
$1.88K ﹤0.01%
22
1144
$1.87K ﹤0.01%
20
1145
$1.87K ﹤0.01%
85
-8
1146
$1.86K ﹤0.01%
23
1147
$1.86K ﹤0.01%
52
1148
$1.86K ﹤0.01%
40
1149
$1.85K ﹤0.01%
20
1150
$1.85K ﹤0.01%
112
44 45
46
47 48