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
351
$127K ﹤0.01%
1,639
352
$125K ﹤0.01%
418
353
$125K ﹤0.01%
1,048
354
$123K ﹤0.01%
235
355
$118K ﹤0.01%
919
356
$118K ﹤0.01%
188
-1
357
$117K ﹤0.01%
4,506
358
$116K ﹤0.01%
2,212
359
$115K ﹤0.01%
2,422
+2,390
360
$115K ﹤0.01%
1,900
361
$114K ﹤0.01%
855
362
$112K ﹤0.01%
224
-2
363
$112K ﹤0.01%
2,149
-50
364
$111K ﹤0.01%
886
-5
365
$111K ﹤0.01%
5,186
366
$110K ﹤0.01%
803
-200
367
$110K ﹤0.01%
459
368
$108K ﹤0.01%
746
369
$107K ﹤0.01%
871
370
$107K ﹤0.01%
11,436
-8,931
371
$107K ﹤0.01%
507
372
$106K ﹤0.01%
808
373
$106K ﹤0.01%
2,200
374
$106K ﹤0.01%
2,768
375
$106K ﹤0.01%
1,172
13 14
15
16 17