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
1326
$1.36K ﹤0.01%
36
1327
$1.36K ﹤0.01%
65
1328
$1.36K ﹤0.01%
51
1329
$1.36K ﹤0.01%
28
+3
1330
$1.35K ﹤0.01%
32
-2
1331
$1.35K ﹤0.01%
13
1332
$1.34K ﹤0.01%
45
1333
$1.34K ﹤0.01%
16
1334
$1.34K ﹤0.01%
9
1335
$1.34K ﹤0.01%
22
1336
$1.33K ﹤0.01%
35
1337
$1.33K ﹤0.01%
36
1338
$1.33K ﹤0.01%
85
1339
$1.33K ﹤0.01%
11
1340
$1.33K ﹤0.01%
18
1341
$1.32K ﹤0.01%
68
1342
$1.32K ﹤0.01%
5
1343
$1.32K ﹤0.01%
95
1344
$1.32K ﹤0.01%
24
1345
$1.31K ﹤0.01%
17
1346
$1.31K ﹤0.01%
15
1347
$1.31K ﹤0.01%
11
1348
$1.31K ﹤0.01%
16
1349
$1.31K ﹤0.01%
21
1350
$1.3K ﹤0.01%
30
-3
52 53
54
55 56