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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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%
55
1227
$1.62K ﹤0.01%
47
1228
$1.62K ﹤0.01%
15
-1
1229
$1.61K ﹤0.01%
+25
1230
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35
1231
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1232
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50
1234
$1.61K ﹤0.01%
35
1235
$1.61K ﹤0.01%
+10
1236
$1.6K ﹤0.01%
7
1237
$1.6K ﹤0.01%
61
+15
1238
$1.59K ﹤0.01%
78
1239
$1.59K ﹤0.01%
120
1240
$1.59K ﹤0.01%
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1241
$1.59K ﹤0.01%
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1242
$1.58K ﹤0.01%
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1243
$1.57K ﹤0.01%
+20
1244
$1.57K ﹤0.01%
62
1245
$1.57K ﹤0.01%
11
-1
1246
$1.57K ﹤0.01%
64
1247
$1.56K ﹤0.01%
114
1248
$1.56K ﹤0.01%
30
1249
$1.56K ﹤0.01%
16
-2
1250
$1.56K ﹤0.01%
21
48 49
50
51 52