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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.71M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

Top Sells

1
+$3.8M
2
+$3.17M
3
+$2.46M
4
BKH icon
Black Hills Corp
BKH
+$1.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.24M

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
1351
$1.25K ﹤0.01%
33
1352
$1.24K ﹤0.01%
11
1353
$1.24K ﹤0.01%
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1354
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5
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$1.24K ﹤0.01%
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1357
$1.23K ﹤0.01%
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1359
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1360
$1.23K ﹤0.01%
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1361
$1.23K ﹤0.01%
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$1.23K ﹤0.01%
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1363
$1.22K ﹤0.01%
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1364
$1.22K ﹤0.01%
15
1365
$1.22K ﹤0.01%
95
1366
$1.21K ﹤0.01%
36
-4
1367
$1.2K ﹤0.01%
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1368
$1.2K ﹤0.01%
75
1369
$1.19K ﹤0.01%
18
1370
$1.19K ﹤0.01%
13
-16
1371
$1.19K ﹤0.01%
18
1372
$1.19K ﹤0.01%
75
1373
$1.19K ﹤0.01%
70
1374
$1.19K ﹤0.01%
42
1375
$1.19K ﹤0.01%
84
53 54
55
56 57