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
1526
$739 ﹤0.01%
22
1527
$735 ﹤0.01%
55
1528
$730 ﹤0.01%
10
-2
1529
$730 ﹤0.01%
28
1530
$727 ﹤0.01%
10
1531
$724 ﹤0.01%
23
1532
$720 ﹤0.01%
24
1533
$720 ﹤0.01%
58
1534
$718 ﹤0.01%
26
1535
$717 ﹤0.01%
36
1536
$717 ﹤0.01%
13
1537
$717 ﹤0.01%
38
1538
$713 ﹤0.01%
20
1539
$712 ﹤0.01%
56
1540
$711 ﹤0.01%
31
1541
$707 ﹤0.01%
21
1542
$705 ﹤0.01%
145
1543
$702 ﹤0.01%
13
1544
$698 ﹤0.01%
33
1545
$695 ﹤0.01%
50
1546
$694 ﹤0.01%
22
1547
$691 ﹤0.01%
9
1548
$686 ﹤0.01%
20
-2
1549
$685 ﹤0.01%
50
1550
$683 ﹤0.01%
13
60 61
62
63 64