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
451
$47.3K ﹤0.01%
+972
452
$47.1K ﹤0.01%
464
453
$45K ﹤0.01%
968
454
$44.9K ﹤0.01%
495
455
$44.5K ﹤0.01%
584
-210
456
$43.8K ﹤0.01%
1,108
457
$43.5K ﹤0.01%
460
458
$43.4K ﹤0.01%
354
459
$43.3K ﹤0.01%
400
460
$43.1K ﹤0.01%
34
461
$43K ﹤0.01%
174
462
$42.3K ﹤0.01%
458
463
$41.8K ﹤0.01%
+322
464
$41.3K ﹤0.01%
487
465
$41K ﹤0.01%
2,250
466
$40.9K ﹤0.01%
1,566
-80
467
$40.5K ﹤0.01%
+1,386
468
$40.3K ﹤0.01%
436
469
$39.5K ﹤0.01%
+397
470
$39.5K ﹤0.01%
449
471
$39.1K ﹤0.01%
800
472
$38.4K ﹤0.01%
527
473
$38.4K ﹤0.01%
199
-2
474
$38.2K ﹤0.01%
335
475
$37.5K ﹤0.01%
97
17 18
19
20 21