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
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$1.59K ﹤0.01%
46
1327
$1.58K ﹤0.01%
33
1328
$1.58K ﹤0.01%
17
-1
1329
$1.58K ﹤0.01%
40
1330
$1.56K ﹤0.01%
+58
1331
$1.56K ﹤0.01%
64
1332
$1.55K ﹤0.01%
+55
1333
$1.55K ﹤0.01%
98
1334
$1.55K ﹤0.01%
87
1335
$1.54K ﹤0.01%
38
1336
$1.54K ﹤0.01%
55
1337
$1.53K ﹤0.01%
28
-2
1338
$1.53K ﹤0.01%
45
-1,055
1339
$1.52K ﹤0.01%
37
1340
$1.52K ﹤0.01%
+40
1341
$1.51K ﹤0.01%
60
1342
$1.51K ﹤0.01%
80
1343
$1.51K ﹤0.01%
41
1344
$1.49K ﹤0.01%
60
1345
$1.49K ﹤0.01%
115
1346
$1.49K ﹤0.01%
60
1347
$1.49K ﹤0.01%
28
1348
$1.48K ﹤0.01%
75
1349
$1.48K ﹤0.01%
30
1350
$1.47K ﹤0.01%
89
52 53
54
55 56