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
1526
$808 ﹤0.01%
+24
1527
$806 ﹤0.01%
24
1528
$805 ﹤0.01%
72
1529
$805 ﹤0.01%
75
1530
$804 ﹤0.01%
14
1531
$804 ﹤0.01%
35
1532
$803 ﹤0.01%
145
1533
$801 ﹤0.01%
55
1534
$800 ﹤0.01%
65
1535
$791 ﹤0.01%
63
1536
$790 ﹤0.01%
48
-10
1537
$789 ﹤0.01%
55
1538
$782 ﹤0.01%
60
1539
$771 ﹤0.01%
20
1540
$767 ﹤0.01%
18
1541
$764 ﹤0.01%
21
1542
$764 ﹤0.01%
26
1543
$759 ﹤0.01%
58
1544
$758 ﹤0.01%
30
1545
$756 ﹤0.01%
+37
1546
$753 ﹤0.01%
17
1547
$744 ﹤0.01%
11
1548
$743 ﹤0.01%
55
1549
$743 ﹤0.01%
34
1550
$739 ﹤0.01%
20
60 61
62
63 64