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
$3.19B
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$4.35M
3
+$3.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Top Sells

1
+$2.89M
2
+$2.65M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.36M
5
NVDA icon
NVIDIA
NVDA
+$968K

Sector Composition

1 Technology 17.51%
2 Financials 14.06%
3 Healthcare 8.3%
4 Industrials 8.2%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$421K 0.01%
13,703
+910
252
$416K 0.01%
8,690
253
$400K 0.01%
9,470
254
$399K 0.01%
2,175
255
$396K 0.01%
1,127
-4
256
$390K 0.01%
3,884
+75
257
$389K 0.01%
10,915
258
$388K 0.01%
7,280
-5
259
$385K 0.01%
606
260
$384K 0.01%
675
261
$378K 0.01%
4,916
262
$359K 0.01%
13,105
263
$354K 0.01%
1,060
-50
264
$350K 0.01%
3,615
265
$349K 0.01%
5,173
-5
266
$333K 0.01%
12,015
-198
267
$331K 0.01%
2,602
+60
268
$328K 0.01%
5,040
269
$325K 0.01%
13,818
+189
270
$324K 0.01%
8,463
271
$320K 0.01%
4,137
-393
272
$320K 0.01%
5,646
+185
273
$314K 0.01%
13,563
-225
274
$313K 0.01%
3,867
275
$305K 0.01%
3,561
9 10
11
12 13