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
1351
$1.29K ﹤0.01%
55
1352
$1.29K ﹤0.01%
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1353
$1.29K ﹤0.01%
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1354
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1356
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1357
$1.28K ﹤0.01%
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1359
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1360
$1.28K ﹤0.01%
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1361
$1.28K ﹤0.01%
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1362
$1.28K ﹤0.01%
183
1363
$1.28K ﹤0.01%
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1364
$1.28K ﹤0.01%
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1365
$1.27K ﹤0.01%
14
1366
$1.27K ﹤0.01%
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1367
$1.26K ﹤0.01%
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1368
$1.26K ﹤0.01%
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1369
$1.26K ﹤0.01%
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1370
$1.25K ﹤0.01%
70
1371
$1.25K ﹤0.01%
14
1372
$1.25K ﹤0.01%
25
1373
$1.25K ﹤0.01%
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1374
$1.25K ﹤0.01%
55
1375
$1.25K ﹤0.01%
34
53 54
55
56 57