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
1376
$1.18K ﹤0.01%
80
1377
$1.18K ﹤0.01%
32
1378
$1.18K ﹤0.01%
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1379
$1.15K ﹤0.01%
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1380
$1.15K ﹤0.01%
10
1381
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1382
$1.14K ﹤0.01%
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1383
$1.14K ﹤0.01%
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1384
$1.14K ﹤0.01%
25
-2
1385
$1.14K ﹤0.01%
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1386
$1.14K ﹤0.01%
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1387
$1.13K ﹤0.01%
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1388
$1.13K ﹤0.01%
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1389
$1.13K ﹤0.01%
20
1390
$1.13K ﹤0.01%
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1391
$1.12K ﹤0.01%
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$1.12K ﹤0.01%
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$1.12K ﹤0.01%
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1394
$1.12K ﹤0.01%
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1395
$1.11K ﹤0.01%
18
1396
$1.11K ﹤0.01%
30
1397
$1.11K ﹤0.01%
40
1398
$1.1K ﹤0.01%
95
1399
$1.1K ﹤0.01%
16
1400
$1.09K ﹤0.01%
13
54 55
56
57 58