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
1651
$437 ﹤0.01%
40
1652
$436 ﹤0.01%
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1653
$436 ﹤0.01%
35
1654
$435 ﹤0.01%
3
1655
$427 ﹤0.01%
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$425 ﹤0.01%
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1657
$425 ﹤0.01%
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1658
$413 ﹤0.01%
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1659
$404 ﹤0.01%
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1660
$404 ﹤0.01%
115
-39
1661
$403 ﹤0.01%
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$402 ﹤0.01%
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$402 ﹤0.01%
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1664
$397 ﹤0.01%
35
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$395 ﹤0.01%
20
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$393 ﹤0.01%
20
1667
$392 ﹤0.01%
42
1668
$392 ﹤0.01%
50
1669
$390 ﹤0.01%
9
1670
$388 ﹤0.01%
8
1671
$383 ﹤0.01%
31
1672
$378 ﹤0.01%
104
1673
$378 ﹤0.01%
24
1674
$377 ﹤0.01%
25
1675
$377 ﹤0.01%
30
65 66
67
68 69