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
1226
$1.62K ﹤0.01%
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1227
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1228
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-1
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$1.61K ﹤0.01%
+25
1230
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1232
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1234
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+10
1235
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$1.6K ﹤0.01%
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1237
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61
+15
1238
$1.59K ﹤0.01%
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1239
$1.59K ﹤0.01%
11
1240
$1.59K ﹤0.01%
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1241
$1.59K ﹤0.01%
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1242
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1243
$1.57K ﹤0.01%
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1244
$1.57K ﹤0.01%
+20
1245
$1.57K ﹤0.01%
11
-1
1246
$1.57K ﹤0.01%
64
1247
$1.56K ﹤0.01%
114
1248
$1.56K ﹤0.01%
16
-2
1249
$1.56K ﹤0.01%
30
1250
$1.56K ﹤0.01%
21
48 49
50
51 52