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
1701
$281 ﹤0.01%
10
1702
$276 ﹤0.01%
21
1703
$272 ﹤0.01%
50
1704
$272 ﹤0.01%
28
1705
$267 ﹤0.01%
22
1706
$264 ﹤0.01%
9
1707
$258 ﹤0.01%
12
1708
$253 ﹤0.01%
25
1709
$251 ﹤0.01%
3
1710
$241 ﹤0.01%
49
1711
$237 ﹤0.01%
10
1712
$234 ﹤0.01%
12
1713
$233 ﹤0.01%
11
1714
$231 ﹤0.01%
14
1715
$227 ﹤0.01%
93
1716
$225 ﹤0.01%
2
1717
$221 ﹤0.01%
7
1718
$216 ﹤0.01%
13
1719
$214 ﹤0.01%
50
1720
$211 ﹤0.01%
9
1721
$207 ﹤0.01%
48
1722
$196 ﹤0.01%
22
1723
$184 ﹤0.01%
43
1724
$181 ﹤0.01%
116
1725
$172 ﹤0.01%
36
67 68
69
70 71