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
$3B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,831
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$3.35M
3 +$3.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.94M
5
BND icon
Vanguard Total Bond Market
BND
+$2.41M

Top Sells

1 +$2.72M
2 +$2.02M
3 +$2.01M
4
NNI icon
Nelnet
NNI
+$1.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.23M

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%
63
1386
$1.21K ﹤0.01%
7
1387
$1.21K ﹤0.01%
101
1388
$1.21K ﹤0.01%
84
1389
$1.2K ﹤0.01%
54
1390
$1.2K ﹤0.01%
32
1391
$1.2K ﹤0.01%
115
1392
$1.2K ﹤0.01%
46
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