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
1676
$366 ﹤0.01%
13
1677
$366 ﹤0.01%
18
1678
$363 ﹤0.01%
16
1679
$361 ﹤0.01%
31
1680
$356 ﹤0.01%
18
1681
$353 ﹤0.01%
16
1682
$347 ﹤0.01%
16
1683
$346 ﹤0.01%
9
1684
$343 ﹤0.01%
8
-2
1685
$338 ﹤0.01%
34
1686
$338 ﹤0.01%
28
1687
$334 ﹤0.01%
12
1688
$330 ﹤0.01%
9
1689
$324 ﹤0.01%
32
1690
$318 ﹤0.01%
20
1691
$316 ﹤0.01%
17
1692
$307 ﹤0.01%
9
1693
$307 ﹤0.01%
8
1694
$307 ﹤0.01%
11
1695
$305 ﹤0.01%
25
1696
$296 ﹤0.01%
7
1697
$289 ﹤0.01%
47
1698
$289 ﹤0.01%
18
1699
$287 ﹤0.01%
53
1700
$283 ﹤0.01%
13
66 67
68
69 70