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
1626
$482 ﹤0.01%
90
1627
$481 ﹤0.01%
11
1628
$480 ﹤0.01%
21
1629
$471 ﹤0.01%
26
1630
$468 ﹤0.01%
45
1631
$468 ﹤0.01%
108
1632
$466 ﹤0.01%
14
1633
$465 ﹤0.01%
60
1634
$462 ﹤0.01%
7
1635
$462 ﹤0.01%
71
1636
$462 ﹤0.01%
17
1637
$461 ﹤0.01%
39
1638
$458 ﹤0.01%
32
1639
$457 ﹤0.01%
52
1640
$455 ﹤0.01%
20
1641
$453 ﹤0.01%
11
1642
$450 ﹤0.01%
35
1643
$449 ﹤0.01%
24
1644
$448 ﹤0.01%
14
-1
1645
$446 ﹤0.01%
62
1646
$445 ﹤0.01%
24
1647
$441 ﹤0.01%
57
1648
$439 ﹤0.01%
4
1649
$439 ﹤0.01%
48
1650
$438 ﹤0.01%
13
64 65
66
67 68