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
276
$302K 0.01%
13,598
+9,710
277
$300K 0.01%
2,352
-63
278
$295K 0.01%
1,742
+83
279
$293K 0.01%
2,749
+2,738
280
$284K 0.01%
1,338
281
$284K 0.01%
1,221
+85
282
$283K 0.01%
8,516
-730
283
$272K 0.01%
5,110
+110
284
$268K 0.01%
3,817
285
$268K 0.01%
8,535
286
$268K 0.01%
2,726
287
$267K 0.01%
1,108
288
$264K 0.01%
890
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289
$259K 0.01%
9,258
-6,080
290
$258K 0.01%
10,450
-900
291
$252K 0.01%
2,175
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292
$252K 0.01%
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293
$248K 0.01%
5,133
294
$246K 0.01%
1,642
295
$242K 0.01%
1,487
-100
296
$241K 0.01%
8,270
297
$239K 0.01%
1,310
-10
298
$239K 0.01%
1,125
-2
299
$230K 0.01%
3,886
300
$229K 0.01%
3,012
10 11
12
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