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
1301
$1.42K ﹤0.01%
67
1302
$1.41K ﹤0.01%
37
1303
$1.41K ﹤0.01%
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1304
$1.41K ﹤0.01%
34
1305
$1.41K ﹤0.01%
110
1306
$1.4K ﹤0.01%
53
-2
1307
$1.4K ﹤0.01%
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1308
$1.4K ﹤0.01%
95
1309
$1.4K ﹤0.01%
75
1310
$1.4K ﹤0.01%
50
1311
$1.4K ﹤0.01%
+74
1312
$1.39K ﹤0.01%
12
-1
1313
$1.39K ﹤0.01%
42
1314
$1.39K ﹤0.01%
50
1315
$1.39K ﹤0.01%
33
1316
$1.38K ﹤0.01%
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1317
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35
-8
1318
$1.38K ﹤0.01%
15
1319
$1.38K ﹤0.01%
35
1320
$1.37K ﹤0.01%
+130
1321
$1.37K ﹤0.01%
24
1322
$1.37K ﹤0.01%
225
1323
$1.37K ﹤0.01%
15
1324
$1.37K ﹤0.01%
66
1325
$1.36K ﹤0.01%
+23
51 52
53
54 55