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
1576
$683 ﹤0.01%
56
1577
$679 ﹤0.01%
9
1578
$678 ﹤0.01%
44
1579
$674 ﹤0.01%
+30
1580
$673 ﹤0.01%
13
1581
$672 ﹤0.01%
41
1582
$666 ﹤0.01%
42
1583
$664 ﹤0.01%
20
1584
$664 ﹤0.01%
22
1585
$663 ﹤0.01%
14
1586
$659 ﹤0.01%
101
1587
$658 ﹤0.01%
17
1588
$658 ﹤0.01%
15
1589
$653 ﹤0.01%
57
1590
$647 ﹤0.01%
50
1591
$645 ﹤0.01%
221
1592
$640 ﹤0.01%
42
1593
$635 ﹤0.01%
50
1594
$633 ﹤0.01%
237
1595
$632 ﹤0.01%
16
1596
$631 ﹤0.01%
43
-4
1597
$627 ﹤0.01%
12
1598
$623 ﹤0.01%
20
1599
$616 ﹤0.01%
53
1600
$611 ﹤0.01%
36
62 63
64
65 66