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
1451
$950 ﹤0.01%
13
1452
$949 ﹤0.01%
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1453
$947 ﹤0.01%
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1454
$941 ﹤0.01%
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1455
$937 ﹤0.01%
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1456
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1457
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97
-2,666
1458
$933 ﹤0.01%
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1459
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1460
$928 ﹤0.01%
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1461
$921 ﹤0.01%
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1462
$920 ﹤0.01%
+75
1463
$912 ﹤0.01%
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1464
$906 ﹤0.01%
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1465
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1466
$905 ﹤0.01%
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1467
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1468
$904 ﹤0.01%
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1469
$903 ﹤0.01%
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1470
$903 ﹤0.01%
12
1471
$900 ﹤0.01%
4
1472
$895 ﹤0.01%
61
1473
$895 ﹤0.01%
27
1474
$882 ﹤0.01%
58
1475
$882 ﹤0.01%
36
57 58
59
60 61