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
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.13M
3
+$2.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.8M

Top Sells

1
+$3.86M
2
+$2.97M
3
+$2.35M
4
BKH icon
Black Hills Corp
BKH
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

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
1426
$1.03K ﹤0.01%
29
1427
$1.03K ﹤0.01%
55
1428
$1.03K ﹤0.01%
36
1429
$1.02K ﹤0.01%
17
1430
$1.02K ﹤0.01%
76
1431
$1.02K ﹤0.01%
34
1432
$1.02K ﹤0.01%
46
1433
$1.02K ﹤0.01%
80
1434
$1.02K ﹤0.01%
73
1435
$1.01K ﹤0.01%
26
1436
$995 ﹤0.01%
65
1437
$993 ﹤0.01%
75
1438
$985 ﹤0.01%
24
1439
$983 ﹤0.01%
21
-4
1440
$982 ﹤0.01%
61
1441
$980 ﹤0.01%
8
1442
$979 ﹤0.01%
26
1443
$971 ﹤0.01%
42
1444
$968 ﹤0.01%
11
1445
$968 ﹤0.01%
26
1446
$960 ﹤0.01%
20
1447
$959 ﹤0.01%
20
1448
$957 ﹤0.01%
55
1449
$957 ﹤0.01%
25
1450
$954 ﹤0.01%
25
56 57
58
59 60