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
1401
$1.17K ﹤0.01%
30
1402
$1.17K ﹤0.01%
18
-1
1403
$1.17K ﹤0.01%
170
1404
$1.16K ﹤0.01%
70
1405
$1.16K ﹤0.01%
75
1406
$1.16K ﹤0.01%
65
1407
$1.14K ﹤0.01%
18
1408
$1.14K ﹤0.01%
29
1409
$1.14K ﹤0.01%
25
1410
$1.14K ﹤0.01%
89
1411
$1.13K ﹤0.01%
18
1412
$1.13K ﹤0.01%
5
1413
$1.13K ﹤0.01%
34
1414
$1.12K ﹤0.01%
260
1415
$1.12K ﹤0.01%
28
1416
$1.12K ﹤0.01%
29
1417
$1.11K ﹤0.01%
43
1418
$1.11K ﹤0.01%
80
1419
$1.11K ﹤0.01%
55
1420
$1.11K ﹤0.01%
18
1421
$1.11K ﹤0.01%
18
1422
$1.1K ﹤0.01%
32
1423
$1.09K ﹤0.01%
13
1424
$1.09K ﹤0.01%
27
1425
$1.09K ﹤0.01%
22
55 56
57
58 59