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
1226
$1.69K ﹤0.01%
24
1227
$1.68K ﹤0.01%
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1228
$1.68K ﹤0.01%
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1229
$1.68K ﹤0.01%
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1230
$1.68K ﹤0.01%
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1231
$1.67K ﹤0.01%
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1232
$1.66K ﹤0.01%
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1233
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15
-1
1234
$1.66K ﹤0.01%
50
-5
1235
$1.65K ﹤0.01%
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1236
$1.65K ﹤0.01%
27
1237
$1.65K ﹤0.01%
55
-5
1238
$1.64K ﹤0.01%
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1239
$1.63K ﹤0.01%
23
1240
$1.62K ﹤0.01%
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1241
$1.62K ﹤0.01%
10
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1242
$1.62K ﹤0.01%
75
-5
1243
$1.62K ﹤0.01%
15
1244
$1.61K ﹤0.01%
100
1245
$1.61K ﹤0.01%
23
1246
$1.61K ﹤0.01%
35
1247
$1.6K ﹤0.01%
36
-4
1248
$1.6K ﹤0.01%
28
1249
$1.6K ﹤0.01%
61
1250
$1.6K ﹤0.01%
21
48 49
50
51 52