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
426
$60.5K ﹤0.01%
96
427
$59K ﹤0.01%
1,028
428
$58.9K ﹤0.01%
2,305
429
$57.6K ﹤0.01%
6,125
430
$57.6K ﹤0.01%
3,415
431
$57K ﹤0.01%
431
-50
432
$56.9K ﹤0.01%
2,400
433
$56.8K ﹤0.01%
167
-1
434
$56.2K ﹤0.01%
245
435
$54.1K ﹤0.01%
1,080
436
$54.1K ﹤0.01%
180
-2
437
$53.7K ﹤0.01%
3,146
438
$53.5K ﹤0.01%
819
439
$53.2K ﹤0.01%
125
440
$51.7K ﹤0.01%
144
441
$51.3K ﹤0.01%
150
+5
442
$51.2K ﹤0.01%
624
-597
443
$51.1K ﹤0.01%
4,831
-548
444
$50.6K ﹤0.01%
226
445
$50.5K ﹤0.01%
104
446
$49.6K ﹤0.01%
5,010
-4,330
447
$49.4K ﹤0.01%
177
-2
448
$48.8K ﹤0.01%
850
449
$48.8K ﹤0.01%
556
+100
450
$48.1K ﹤0.01%
1,474
16 17
18
19 20