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
1426
$1.09K ﹤0.01%
22
1427
$1.09K ﹤0.01%
76
1428
$1.09K ﹤0.01%
+15
1429
$1.08K ﹤0.01%
20
1430
$1.08K ﹤0.01%
68
1431
$1.08K ﹤0.01%
83
1432
$1.07K ﹤0.01%
35
1433
$1.07K ﹤0.01%
18
1434
$1.07K ﹤0.01%
13
1435
$1.07K ﹤0.01%
40
1436
$1.07K ﹤0.01%
60
1437
$1.06K ﹤0.01%
10
1438
$1.06K ﹤0.01%
21
1439
$1.06K ﹤0.01%
86
1440
$1.05K ﹤0.01%
12
1441
$1.05K ﹤0.01%
61
1442
$1.04K ﹤0.01%
+30
1443
$1.04K ﹤0.01%
60
1444
$1.04K ﹤0.01%
23
1445
$1.04K ﹤0.01%
90
1446
$1.04K ﹤0.01%
42
1447
$1.03K ﹤0.01%
33
1448
$1.02K ﹤0.01%
125
1449
$1.02K ﹤0.01%
26
1450
$1.02K ﹤0.01%
11
56 57
58
59 60