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
1476
$880 ﹤0.01%
18
1477
$880 ﹤0.01%
101
1478
$876 ﹤0.01%
40
1479
$871 ﹤0.01%
14
1480
$866 ﹤0.01%
27
1481
$866 ﹤0.01%
13
1482
$863 ﹤0.01%
13
1483
$857 ﹤0.01%
53
1484
$855 ﹤0.01%
+60
1485
$854 ﹤0.01%
6
1486
$854 ﹤0.01%
18
1487
$854 ﹤0.01%
29
-175
1488
$853 ﹤0.01%
35
1489
$846 ﹤0.01%
22
1490
$846 ﹤0.01%
2
1491
$845 ﹤0.01%
22
1492
$842 ﹤0.01%
32
1493
$836 ﹤0.01%
60
1494
$829 ﹤0.01%
12
1495
$827 ﹤0.01%
90
1496
$826 ﹤0.01%
18
1497
$825 ﹤0.01%
47
1498
$825 ﹤0.01%
48
1499
$817 ﹤0.01%
18
1500
$811 ﹤0.01%
63
-500
58 59
60
61 62