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
376
$105K ﹤0.01%
227
377
$105K ﹤0.01%
2,780
-5
378
$105K ﹤0.01%
2,336
-200
379
$103K ﹤0.01%
598
380
$101K ﹤0.01%
3,169
381
$98.6K ﹤0.01%
2,566
382
$97.8K ﹤0.01%
1,700
383
$92.5K ﹤0.01%
197
384
$92.4K ﹤0.01%
1,034
385
$91.8K ﹤0.01%
2,654
386
$91.1K ﹤0.01%
1,046
387
$90.7K ﹤0.01%
5,115
388
$90.1K ﹤0.01%
2,752
389
$89.6K ﹤0.01%
926
390
$89.4K ﹤0.01%
837
391
$89K ﹤0.01%
850
392
$88.9K ﹤0.01%
2,939
393
$87.1K ﹤0.01%
1,304
-387
394
$84.9K ﹤0.01%
90
-1
395
$83.9K ﹤0.01%
711
396
$83.2K ﹤0.01%
+1,906
397
$83.1K ﹤0.01%
864
398
$82.7K ﹤0.01%
2,265
399
$81.2K ﹤0.01%
3,394
-2,267
400
$81.2K ﹤0.01%
965
-65
14 15
16
17 18