FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$336 ﹤0.01%
3
1702
$328 ﹤0.01%
42
1703
$320 ﹤0.01%
60
1704
$315 ﹤0.01%
45
1705
$313 ﹤0.01%
24
1706
$313 ﹤0.01%
22
1707
$312 ﹤0.01%
15
1708
$299 ﹤0.01%
20
1709
$295 ﹤0.01%
25
1710
$290 ﹤0.01%
10
1711
$288 ﹤0.01%
32
1712
$287 ﹤0.01%
9
1713
$277 ﹤0.01%
31
1714
$277 ﹤0.01%
23
1715
$271 ﹤0.01%
57
1716
$270 ﹤0.01%
35
1717
$267 ﹤0.01%
25
-200
1718
$265 ﹤0.01%
35
1719
$254 ﹤0.01%
56
1720
$252 ﹤0.01%
10
1721
$243 ﹤0.01%
104
1722
$228 ﹤0.01%
11
1723
$220 ﹤0.01%
8
1724
$220 ﹤0.01%
13
1725
$208 ﹤0.01%
60
67 68
69
70 71