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
1376
$1.25K ﹤0.01%
33
1377
$1.24K ﹤0.01%
20
1378
$1.24K ﹤0.01%
150
-1,630
1379
$1.24K ﹤0.01%
90
1380
$1.23K ﹤0.01%
25
1381
$1.23K ﹤0.01%
41
1382
$1.23K ﹤0.01%
33
1383
$1.22K ﹤0.01%
20
1384
$1.21K ﹤0.01%
30
1385
$1.21K ﹤0.01%
7
1386
$1.21K ﹤0.01%
63
1387
$1.21K ﹤0.01%
84
1388
$1.21K ﹤0.01%
101
1389
$1.2K ﹤0.01%
54
1390
$1.2K ﹤0.01%
32
1391
$1.2K ﹤0.01%
46
1392
$1.2K ﹤0.01%
115
1393
$1.19K ﹤0.01%
22
1394
$1.19K ﹤0.01%
25
1395
$1.19K ﹤0.01%
10
1396
$1.19K ﹤0.01%
15
1397
$1.19K ﹤0.01%
85
1398
$1.18K ﹤0.01%
12
1399
$1.18K ﹤0.01%
95
1400
$1.17K ﹤0.01%
11
-1
54 55
56
57 58