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
$3B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,831
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.35M
3
+$3.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.94M
5
BND icon
Vanguard Total Bond Market
BND
+$2.41M

Top Sells

1
+$2.72M
2
+$2.02M
3
+$2.01M
4
NNI icon
Nelnet
NNI
+$1.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.23M

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
1451
$1.02K ﹤0.01%
74
1452
$1.01K ﹤0.01%
90
1453
$1.01K ﹤0.01%
19
-2
1454
$1.01K ﹤0.01%
40
1455
$1.01K ﹤0.01%
73
1456
$1.01K ﹤0.01%
47
1457
$1K ﹤0.01%
10
1458
$991 ﹤0.01%
75
1459
$990 ﹤0.01%
65
1460
$988 ﹤0.01%
40
1461
$983 ﹤0.01%
10
-9
1462
$983 ﹤0.01%
8
1463
$979 ﹤0.01%
30
1464
$973 ﹤0.01%
17
1465
$970 ﹤0.01%
80
1466
$965 ﹤0.01%
11
1467
$965 ﹤0.01%
40
1468
$963 ﹤0.01%
20
1469
$960 ﹤0.01%
20
1470
$957 ﹤0.01%
27
1471
$955 ﹤0.01%
45
1472
$955 ﹤0.01%
24
-3
1473
$951 ﹤0.01%
43
1474
$950 ﹤0.01%
97
1475
$947 ﹤0.01%
24
57 58
59
60 61