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
1126
$2.06K ﹤0.01%
251
1127
$2.06K ﹤0.01%
81
1128
$2.06K ﹤0.01%
35
1129
$2.06K ﹤0.01%
24
1130
$2.04K ﹤0.01%
20
-2
1131
$2.04K ﹤0.01%
14
1132
$2.03K ﹤0.01%
75
1133
$2.03K ﹤0.01%
15
1134
$2.02K ﹤0.01%
60
1135
$2.02K ﹤0.01%
22
1136
$2.02K ﹤0.01%
100
1137
$2.02K ﹤0.01%
43
1138
$2.02K ﹤0.01%
11
-1
1139
$2.02K ﹤0.01%
50
1140
$2.02K ﹤0.01%
103
1141
$2.01K ﹤0.01%
16
1142
$2.01K ﹤0.01%
130
1143
$2K ﹤0.01%
21
1144
$2K ﹤0.01%
14
1145
$1.99K ﹤0.01%
21
-1
1146
$1.97K ﹤0.01%
82
1147
$1.96K ﹤0.01%
215
1148
$1.96K ﹤0.01%
49
1149
$1.96K ﹤0.01%
19
1150
$1.96K ﹤0.01%
38
44 45
46
47 48