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
1301
$1.37K ﹤0.01%
50
1302
$1.37K ﹤0.01%
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1303
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1304
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1305
$1.36K ﹤0.01%
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1306
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1307
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10
1308
$1.35K ﹤0.01%
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1309
$1.35K ﹤0.01%
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1310
$1.35K ﹤0.01%
5
1311
$1.35K ﹤0.01%
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1312
$1.35K ﹤0.01%
78
1313
$1.35K ﹤0.01%
35
1314
$1.35K ﹤0.01%
24
1315
$1.35K ﹤0.01%
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1316
$1.35K ﹤0.01%
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1317
$1.34K ﹤0.01%
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1318
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1319
$1.33K ﹤0.01%
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1320
$1.33K ﹤0.01%
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1321
$1.33K ﹤0.01%
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1322
$1.33K ﹤0.01%
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1323
$1.32K ﹤0.01%
34
-3
1324
$1.32K ﹤0.01%
21
1325
$1.32K ﹤0.01%
37
-3
51 52
53
54 55