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
1176
$1.84K ﹤0.01%
18
-2
1177
$1.84K ﹤0.01%
70
1178
$1.84K ﹤0.01%
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1179
$1.83K ﹤0.01%
20
1180
$1.83K ﹤0.01%
105
1181
$1.82K ﹤0.01%
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1182
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1183
$1.82K ﹤0.01%
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1184
$1.82K ﹤0.01%
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1185
$1.81K ﹤0.01%
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1186
$1.8K ﹤0.01%
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1187
$1.8K ﹤0.01%
65
1188
$1.79K ﹤0.01%
38
1189
$1.79K ﹤0.01%
33
1190
$1.79K ﹤0.01%
17
-1
1191
$1.78K ﹤0.01%
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1192
$1.78K ﹤0.01%
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1193
$1.78K ﹤0.01%
80
1194
$1.77K ﹤0.01%
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1195
$1.77K ﹤0.01%
80
1196
$1.77K ﹤0.01%
+68
1197
$1.76K ﹤0.01%
85
1198
$1.76K ﹤0.01%
20
1199
$1.76K ﹤0.01%
43
1200
$1.75K ﹤0.01%
+9
46 47
48
49 50