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
1726
$163 ﹤0.01%
5
-3
1727
$147 ﹤0.01%
10
1728
$134 ﹤0.01%
80
1729
$126 ﹤0.01%
18
1730
$103 ﹤0.01%
38
1731
$101 ﹤0.01%
21
1732
$85 ﹤0.01%
53
1733
$61 ﹤0.01%
4
1734
$60 ﹤0.01%
10
1735
$56 ﹤0.01%
1
1736
– –
-26
1737
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-40
1738
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-25
1739
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-56
1740
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-55
1741
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-300
1742
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-10
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-65
1744
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-1,850
1745
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-400
1746
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-10
1747
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-165
1748
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1749
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-55
1750
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-36
68 69
70
71 72