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
1251
$1.55K ﹤0.01%
90
1252
$1.55K ﹤0.01%
42
+1
1253
$1.54K ﹤0.01%
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1254
$1.54K ﹤0.01%
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1255
$1.52K ﹤0.01%
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1257
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1258
$1.5K ﹤0.01%
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1260
$1.5K ﹤0.01%
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1261
$1.5K ﹤0.01%
25
1262
$1.49K ﹤0.01%
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1263
$1.49K ﹤0.01%
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1264
$1.48K ﹤0.01%
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1265
$1.48K ﹤0.01%
40
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$1.48K ﹤0.01%
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1267
$1.46K ﹤0.01%
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$1.46K ﹤0.01%
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1269
$1.46K ﹤0.01%
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1270
$1.46K ﹤0.01%
183
1271
$1.46K ﹤0.01%
65
1272
$1.45K ﹤0.01%
45
-4
1273
$1.45K ﹤0.01%
55
1274
$1.45K ﹤0.01%
24
1275
$1.44K ﹤0.01%
67
49 50
51
52 53