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
176
$1.74M 0.05%
5,773
-500
177
$1.62M 0.05%
45,657
+180
178
$1.59M 0.05%
7,695
-30
179
$1.56M 0.04%
8,034
180
$1.54M 0.04%
11,867
+230
181
$1.53M 0.04%
11,741
182
$1.48M 0.04%
9,739
183
$1.46M 0.04%
4,102
+150
184
$1.43M 0.04%
8,847
-353
185
$1.43M 0.04%
3,813
-4
186
$1.37M 0.04%
17,106
+1,320
187
$1.28M 0.04%
13,491
+5
188
$1.26M 0.04%
7,049
+14
189
$1.23M 0.04%
53,784
-11,454
190
$1.22M 0.03%
2,609
191
$1.21M 0.03%
1,967
+50
192
$1.14M 0.03%
70,285
-150
193
$1.13M 0.03%
5,543
194
$1.12M 0.03%
3,272
-100
195
$1.09M 0.03%
18,192
-1,475
196
$1.08M 0.03%
4,520
-300
197
$1.08M 0.03%
23,831
198
$1.06M 0.03%
14,552
+16
199
$982K 0.03%
7,124
200
$973K 0.03%
2,303
+85
6 7
8
9 10