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
1676
$435 ﹤0.01%
23
1677
$433 ﹤0.01%
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1678
$429 ﹤0.01%
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1679
$428 ﹤0.01%
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1680
$428 ﹤0.01%
35
1681
$428 ﹤0.01%
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1682
$428 ﹤0.01%
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1683
$427 ﹤0.01%
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1684
$425 ﹤0.01%
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1685
$422 ﹤0.01%
10
1686
$418 ﹤0.01%
15
1687
$414 ﹤0.01%
48
1688
$410 ﹤0.01%
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1689
$407 ﹤0.01%
32
1690
$402 ﹤0.01%
13
1691
$399 ﹤0.01%
30
1692
$398 ﹤0.01%
11
1693
$397 ﹤0.01%
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1694
$397 ﹤0.01%
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1695
$391 ﹤0.01%
8
1696
$388 ﹤0.01%
20
1697
$383 ﹤0.01%
26
1698
$382 ﹤0.01%
18
1699
$378 ﹤0.01%
9
1700
$374 ﹤0.01%
16
66 67
68
69 70