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
1276
$1.5K ﹤0.01%
100
1277
$1.49K ﹤0.01%
20
1278
$1.49K ﹤0.01%
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1279
$1.49K ﹤0.01%
20
1280
$1.49K ﹤0.01%
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1281
$1.48K ﹤0.01%
20
1282
$1.48K ﹤0.01%
60
1283
$1.47K ﹤0.01%
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1284
$1.47K ﹤0.01%
60
1285
$1.47K ﹤0.01%
65
1286
$1.47K ﹤0.01%
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1287
$1.47K ﹤0.01%
21
1288
$1.47K ﹤0.01%
62
1289
$1.47K ﹤0.01%
47
1290
$1.46K ﹤0.01%
18
1291
$1.45K ﹤0.01%
47
1292
$1.45K ﹤0.01%
36
1293
$1.44K ﹤0.01%
65
1294
$1.44K ﹤0.01%
35
1295
$1.44K ﹤0.01%
55
-5
1296
$1.43K ﹤0.01%
23
1297
$1.43K ﹤0.01%
28
1298
$1.43K ﹤0.01%
29
1299
$1.43K ﹤0.01%
28
1300
$1.42K ﹤0.01%
10
50 51
52
53 54