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
1651
$498 ﹤0.01%
7
1652
$497 ﹤0.01%
15
1653
$492 ﹤0.01%
23
1654
$484 ﹤0.01%
25
1655
$482 ﹤0.01%
6
1656
$481 ﹤0.01%
13
1657
$474 ﹤0.01%
15
1658
$473 ﹤0.01%
+16
1659
$471 ﹤0.01%
39
1660
$469 ﹤0.01%
23
1661
$469 ﹤0.01%
26
1662
$467 ﹤0.01%
14
1663
$466 ﹤0.01%
21
1664
$464 ﹤0.01%
20
1665
$462 ﹤0.01%
13
1666
$461 ﹤0.01%
5
1667
$459 ﹤0.01%
90
1668
$456 ﹤0.01%
20
1669
$453 ﹤0.01%
14
1670
$453 ﹤0.01%
60
1671
$449 ﹤0.01%
7
1672
$449 ﹤0.01%
65
1673
$446 ﹤0.01%
16
1674
$445 ﹤0.01%
15
1675
$444 ﹤0.01%
55
65 66
67
68 69