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
1201
$1.7K ﹤0.01%
95
1202
$1.69K ﹤0.01%
20
1203
$1.69K ﹤0.01%
27
-4
1204
$1.69K ﹤0.01%
72
1205
$1.68K ﹤0.01%
20
1206
$1.67K ﹤0.01%
60
1207
$1.67K ﹤0.01%
225
+55
1208
$1.67K ﹤0.01%
18
1209
$1.67K ﹤0.01%
16
1210
$1.66K ﹤0.01%
120
1211
$1.66K ﹤0.01%
43
1212
$1.66K ﹤0.01%
8
-1
1213
$1.66K ﹤0.01%
75
1214
$1.66K ﹤0.01%
68
1215
$1.65K ﹤0.01%
45
1216
$1.65K ﹤0.01%
43
1217
$1.65K ﹤0.01%
34
-3
1218
$1.65K ﹤0.01%
38
1219
$1.65K ﹤0.01%
85
-5
1220
$1.64K ﹤0.01%
15
1221
$1.64K ﹤0.01%
65
1222
$1.63K ﹤0.01%
68
1223
$1.63K ﹤0.01%
21
1224
$1.63K ﹤0.01%
14
1225
$1.63K ﹤0.01%
22
47 48
49
50 51