FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.74M 0.25%
115,719
-24,014
102
$8.69M 0.25%
9,117
-46
103
$8.46M 0.24%
12,706
+182
104
$8.22M 0.23%
61,513
-5,400
105
$7.98M 0.23%
46,174
-3,343
106
$7.98M 0.23%
78,577
-12,582
107
$7.62M 0.22%
114,937
-1,175
108
$7.59M 0.22%
26,882
-2,700
109
$7.22M 0.2%
25,582
-174
110
$7.14M 0.2%
63,486
111
$7.13M 0.2%
71,106
-985
112
$7.07M 0.2%
57,163
-9,533
113
$7.05M 0.2%
35,573
-3,950
114
$6.79M 0.19%
56,650
+270
115
$6.74M 0.19%
118,844
-9,951
116
$6.28M 0.18%
103,316
-26,207
117
$6.27M 0.18%
57,041
-8,745
118
$6.17M 0.17%
26,153
119
$6.05M 0.17%
43,323
-266
120
$5.96M 0.17%
74,719
-39
121
$5.66M 0.16%
30,124
-2,684
122
$5.65M 0.16%
40,730
-172
123
$5.54M 0.16%
17,311
-170
124
$5.44M 0.15%
12,224
-171
125
$5.29M 0.15%
15,122
-124
3 4
5
6 7