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
1551
$681 ﹤0.01%
13
1552
$675 ﹤0.01%
36
-158
1553
$675 ﹤0.01%
25
1554
$674 ﹤0.01%
25
1555
$662 ﹤0.01%
44
1556
$662 ﹤0.01%
20
1557
$656 ﹤0.01%
15
1558
$655 ﹤0.01%
85
1559
$653 ﹤0.01%
21
1560
$653 ﹤0.01%
7
1561
$650 ﹤0.01%
70
1562
$649 ﹤0.01%
19
1563
$647 ﹤0.01%
65
1564
$645 ﹤0.01%
12
1565
$645 ﹤0.01%
29
1566
$638 ﹤0.01%
31
1567
$636 ﹤0.01%
6
1568
$635 ﹤0.01%
89
1569
$632 ﹤0.01%
16
1570
$630 ﹤0.01%
12
1571
$629 ﹤0.01%
22
1572
$629 ﹤0.01%
55
1573
$629 ﹤0.01%
11
1574
$629 ﹤0.01%
81
1575
$626 ﹤0.01%
85
61 62
63
64 65