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
1401
$1.09K ﹤0.01%
101
1402
$1.09K ﹤0.01%
57
1403
$1.09K ﹤0.01%
50
1404
$1.09K ﹤0.01%
58
1405
$1.09K ﹤0.01%
69
1406
$1.09K ﹤0.01%
86
+23
1407
$1.08K ﹤0.01%
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1408
$1.08K ﹤0.01%
30
1409
$1.08K ﹤0.01%
97
1410
$1.08K ﹤0.01%
56
1411
$1.07K ﹤0.01%
14
1412
$1.07K ﹤0.01%
10
1413
$1.07K ﹤0.01%
12
1414
$1.07K ﹤0.01%
18
1415
$1.06K ﹤0.01%
29
1416
$1.06K ﹤0.01%
68
1417
$1.06K ﹤0.01%
20
1418
$1.06K ﹤0.01%
66
1419
$1.05K ﹤0.01%
90
1420
$1.05K ﹤0.01%
29
1421
$1.04K ﹤0.01%
65
1422
$1.04K ﹤0.01%
10
1423
$1.04K ﹤0.01%
32
1424
$1.03K ﹤0.01%
33
1425
$1.03K ﹤0.01%
35
55 56
57
58 59