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
1151
$1.96K ﹤0.01%
+8
1152
$1.96K ﹤0.01%
21
1153
$1.95K ﹤0.01%
+235
1154
$1.95K ﹤0.01%
36
1155
$1.95K ﹤0.01%
85
1156
$1.94K ﹤0.01%
40
1157
$1.94K ﹤0.01%
57
1158
$1.93K ﹤0.01%
320
1159
$1.92K ﹤0.01%
65
1160
$1.92K ﹤0.01%
68
1161
$1.91K ﹤0.01%
23
1162
$1.91K ﹤0.01%
28
1163
$1.91K ﹤0.01%
25
-8
1164
$1.9K ﹤0.01%
27
1165
$1.9K ﹤0.01%
139
1166
$1.89K ﹤0.01%
167
1167
$1.88K ﹤0.01%
51
1168
$1.88K ﹤0.01%
13
1169
$1.87K ﹤0.01%
54
1170
$1.86K ﹤0.01%
18
1171
$1.86K ﹤0.01%
18
1172
$1.86K ﹤0.01%
30
1173
$1.86K ﹤0.01%
55
1174
$1.86K ﹤0.01%
45
1175
$1.86K ﹤0.01%
22
45 46
47
48 49